Original filing (PDF)20250407140855NAL0018528721001

UNITED WAY OF TREASURE VALLEY, INC.

Name: UNITED WAY OF TREASURE VALLEY, INC. — UNITED WAY OF TREASURE VALLEY 403(B) PLAN, Form 5500 (2024)
Creator: UNITED WAY OF TREASURE VALLEY, INC.

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF TREASURE VALLEY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF TREASURE VALLEY, INC.

EIN

82-0299013

Address

PO BOX 16330 · BOISE, ID · 83715

Phone

(208) 336-1070

Industry

Other Services (ex. Public Admin)see all

Plan administrator