Original filing (PDF)20250507135730NAL0016080768001

UNITED WAY OF SOUTHWEST OKLAHOMA

Name: UNITED WAY OF SOUTHWEST OKLAHOMA — UNITED WAY OF SOUTHWEST OKLAHOMA RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: UNITED WAY OF SOUTHWEST OKLAHOMA

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF SOUTHWEST OKLAHOMA RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF SOUTHWEST OKLAHOMA

EIN

73-6053875

Address

PO BOX 66 · LAWTON, OK · 73502

Phone

(580) 355-0218

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