Original filing (PDF)20250422145946NAL0002914627001

UNITED WAY OF NORTH CENTRAL FLORIDA

Name: UNITED WAY OF NORTH CENTRAL FLORIDA — UNITED WAY OF NORTH CENTRAL FLORIDA 403(B) PLAN, Form 5500 (2023)
Creator: UNITED WAY OF NORTH CENTRAL FLORIDA

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF NORTH CENTRAL FLORIDA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED WAY OF NORTH CENTRAL FLORIDA.

Plan sponsor

Name

UNITED WAY OF NORTH CENTRAL FLORIDA

EIN