How big is United Way of Madison County,'s plan?

United Way of Madison County,'s plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250728111207NAL0001931793001

United Way of Madison County,

Name: United Way of Madison County, — Defined Contribution, Form 5500 (2024)
Creator: United Way of Madison County,
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined Contribution Pension Plan for Employees of United Way of Madison County, Inc.

Defined-contribution retirement plan · United Way of Madison County,'s Defined Contribution Pension Plan for Employees of United Way of Madison County, Inc. held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Douglas Rossetti signed United Way of Madison County,'s 2024 Form 5500 as plan administrator.

Douglas Rossetti — 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

United Way of Madison County,'s EIN is 63-0366294.

EIN 63-0366294

Plan number 001

Plan year 2024

ACK ID 20250728111207NAL0001931793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Way of Madison County, from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Way of Madison County,'s plan includes ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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 (99th percentile).

Plan sponsor

Name

UNITED WAY OF MADISON COUNTY,

EIN

all filings

Address

701 ANDREW JACKSON WAY NE · HUNTSVILLE, AL · 358013504

Phone

(256) 536-0745

Industry

Other Services (ex. Public Admin)

Plan administrator