Original filing (PDF)20250206115635NAL0006089939001

UNITED WAY OF BROWARD COUNTY

Name: UNITED WAY OF BROWARD COUNTY — UNITED WAY OF BROWARD COUNTY 401(K) PLAN, Form 5500 (2023)
Creator: UNITED WAY OF BROWARD COUNTY

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF BROWARD COUNTY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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.

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF BROWARD COUNTY

EIN

59-0624402

Address

1300 S ANDREWS AVENUE · FT LAUDERDALE, FL · 33316

Phone

(954) 462-4850

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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KANSAS ASSOCIATION OF SCHOOL BOARDS INC.

KANSAS ASSOCIATION OF SCHOOL BOARDS INC. 401K PLAN

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DISABILITY IN

DISABILITY IN 403(B) PLAN

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MADISON COMMUNITY FOUNDATION

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