Original filing (PDF)20250724123556NAL0002649907001

UNITED WAY OF NORTHEAST FLORIDA, INC.

Name: UNITED WAY OF NORTHEAST FLORIDA, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHEAST FLORIDA, INC., Form 5500 (2024)
Creator: UNITED WAY OF NORTHEAST FLORIDA, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHEAST FLORIDA, INC.

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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

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 NORTHEAST FLORIDA, INC..

Plan sponsor

Name

UNITED WAY OF NORTHEAST FLORIDA, INC.

EIN

59-0637825