How big is Trident United Way's plan?

Trident United Way's plan reported $2.8M in assets and 45 participants for 2024.

Original filing (PDF)20250716074931NAL0004466832001

Trident United Way

Name: Trident United Way — Trident United Way 401(k), Form 5500 (2024)
Creator: Trident United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trident United Way 401(k) Retirement Plan

401(k) retirement plan · Trident United Way's Trident United Way 401(k) Retirement Plan held $2.8M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Katherine Faretra signed Trident United Way's 2024 Form 5500 as plan administrator.

Katherine Faretra — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trident United Way's EIN is 57-0314378.

EIN 57-0314378

Plan number 002

Plan year 2024

ACK ID 20250716074931NAL0004466832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trident United Way from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trident United Way's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIDENT UNITED WAY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TRIDENT UNITED WAY

EIN

all filings

Address

6296 RIVERS AVENUE SUITE 200 · NORTH CHARLESTON, SC · 29406

Phone

(843) 740-7758

Industry

Other Services (ex. Public Admin)

Plan administrator