· 2022–2024 · DOL EFAST2

THE UNITED WAYS OF TEXAS, INC. — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE UNITED WAYS OF TEXAS, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250729091923NAL0006937506001

THE UNITED WAYS OF TEXAS, INC.

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE UNITED WAYS OF TEXAS, INC.

401(k) retirement plan

Active participants

9

Accounts w/ balance

12

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

68

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE UNITED WAYS OF TEXAS, INC.

EIN

74-1618608

Address

106 E 6TH STREET SUITE 900-116 · AUSTIN, TX · 78701

Phone

(512) 651-1149

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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