Original filing (PDF)20250731090651NAL0005782321001

LUBBOCK AREA UNITED WAY, INC.

Name: LUBBOCK AREA UNITED WAY, INC. — Form 5500 (2024)
Creator: LUBBOCK AREA UNITED WAY, INC.

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUBBOCK AREA UNITED WAY, INC..

Plan sponsor

Name

LUBBOCK AREA UNITED WAY, INC.

EIN

75-0961812

Address

1655 MAIN ST STE 101 · LUBBOCK, TX · 794013110

Phone

(806) 747-2711

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LIFE ALLIANCE LLC

LIFE ALLIANCE LLC 401(K) PLAN

$1.0M · 66 participants

AMERICAN SKIN ASSOCIATION, INC.

RETIREMENT PLAN FOR THE AMERICAN SKIN AS

$1.0M · 1 participants

LAIRD NORTON FAMILY FOUNDATION

LAIRD NORTON FAMILY FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST

$1.0M · 3 participants

LEADINGAGE ILLINOIS

LEADINGAGE ILLINOIS TAX SHELTERED SAVINGS PLAN

$1.0M · 16 participants

WORLD AFFAIRS COUNCIL

WORLD AFFAIRS COUNCIL 403(B) TDA PLAN