Original filing (PDF)20260126111614NAL0002570162001

UNITED WAY OF YELLOWSTONE COUNTY, INC.

Name: UNITED WAY OF YELLOWSTONE COUNTY, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF YELLOWSTONE COUNTY, INC., Form 5500 (2024)
Creator: UNITED WAY OF YELLOWSTONE COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF YELLOWSTONE COUNTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 UNITED WAY OF YELLOWSTONE COUNTY, INC..

Plan sponsor

Name

UNITED WAY OF YELLOWSTONE COUNTY, INC.

EIN

81-0287507

Address

2173 OVERLAND AVE · BILLINGS, MT · 591026456

Phone

(406) 272-8501

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-26

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

Related plans

Similar-size Health Care & Social Assistance plans

NORTH TEXAS AREA COMMUNITY HEA

403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH TEXAS AREA COMMUNITY HEALTH CENTERS INC.

$1.3M · 57 participants

SCOTT BODEN, M.D. LLC

SCOTT BODEN, M.D. LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 5 participants

CHILDREN'S NEPHROLOGY CLINIC,

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CHILDREN'S NEPHROLOGY CLINIC, LLC

$1.3M · 3 participants

SOUTH CAROLINA PRIMARY HEALTH

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTH CAROLINA PRIMARY HEALTH CARE ASSOCIATION

$1.3M · 18 participants