Original filing (PDF)20250731100607NAL0008245536001

UNITED WAY OF CHATTAHOOCHEE VALLEY

Name: UNITED WAY OF CHATTAHOOCHEE VALLEY — EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY, Form 5500 (2024)
Creator: UNITED WAY OF CHATTAHOOCHEE VALLEY

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF CHATTAHOOCHEE VALLEY.

Plan sponsor

Name

UNITED WAY OF CHATTAHOOCHEE VALLEY

EIN