Original filing (PDF)20250731143849NAL0008692576001

UNITED WAY OF THE BLUEGRASS, I

Name: UNITED WAY OF THE BLUEGRASS, I — UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: UNITED WAY OF THE BLUEGRASS, I

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF THE BLUEGRASS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF THE BLUEGRASS, I

EIN

61-0444679

Address

651 PERIMETER DRIVE, SUITE 510 · LEXINGTON, KY · 40517

Phone

(859) 233-4460

Industry