How big is River Region United Way's plan?

River Region United Way's plan reported $205K in assets and 5 participants for 2025.

Original filing (PDF)20260401132706NAL0001197697001

River Region United Way

Name: River Region United Way — Form 5500 (2025)
Creator: River Region United Way
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · River Region United Way held $205K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Susan Barnes signed River Region United Way's 2025 Form 5500 as plan administrator.

Susan Barnes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

River Region United Way's EIN is 63-0330778.

EIN 63-0330778

Plan number 003

Plan year 2025

ACK ID 20260401132706NAL0001197697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for River Region United Way from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

River Region United Way's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

RIVER REGION UNITED WAY

EIN

all filings

Address

PO BOX 390 · MONTGOMERY, AL · 36101

Phone

(334) 264-7318

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-01

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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