Original filing (PDF)20240918112815NAL0009398706001

THE UNITED WAY OF SOUTHWEST ALABAMA, INC.

Name: THE UNITED WAY OF SOUTHWEST ALABAMA, INC. — UNITED WAY OF SW ALABAMA, INC. RET PLAN, Form 5500 (2023)
Creator: THE UNITED WAY OF SOUTHWEST ALABAMA, INC.

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF SW ALABAMA, INC. RET PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$977K

Net assets (EOY)

$977K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE UNITED WAY OF SOUTHWEST ALABAMA, INC.

EIN

63-0351568

Address

218 ST. FRANCIS STREET · MOBILE, AL · 36602

Phone

(251) 431-0134

Industry

Other Services (ex. Public Admin)see all

Plan administrator