Original filing (PDF)20250905133332NAL0017179137001

TOWN OF PALM BEACH UNITED WAY, INC.

Name: TOWN OF PALM BEACH UNITED WAY, INC. — TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN, Form 5500 (2024)
Creator: TOWN OF PALM BEACH UNITED WAY, INC.

Form 5500-SF

FILING_RECEIVED

TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TOWN OF PALM BEACH UNITED WAY, INC.

EIN

59-0637885

Address

44 COCOANUT ROW · SUITE 201 · PALM BEACH, FL · 33480

Phone

(561) 655-1919

Industry

Other Services (ex. Public Admin)see all

Plan administrator