Original filing (PDF)20250930100540NAL0012112081001

METRO UNITED WAY, INC.

Name: METRO UNITED WAY, INC. — METRO UNITED WAY, INC. 403(B) THRIFT PLAN, Form 5500 (2024)
Creator: METRO UNITED WAY, INC.

Form 5500-SF

FILING_RECEIVED

METRO UNITED WAY, INC. 403(B) THRIFT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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 METRO UNITED WAY, INC..

Plan sponsor

Name

METRO UNITED WAY, INC.

EIN

61-0444680

Address

334 EAST BROADWAY · LOUISVILLE, KY · 402021739

Phone

(502) 583-2821

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

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

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