· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STATES UNITED ACTION INC. — STATES UNITED ACTION INC. 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240422083110NAL0010554385001
STATES UNITED ACTION INC.
Form 5500-SF
FILING_RECEIVED
STATES UNITED ACTION INC. 403(B) PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
44
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STATES UNITED ACTION INC.
.
Find decision makers
Plan sponsor
Name
STATES UNITED ACTION INC.
EIN
86-1686219
Address
1101 17TH ST NW, STE 250 · WASHINGTON, DC · 20036
Phone
(917) 768-8683
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF RACINE COUNTY INC
UNITED WAY OF RACINE COUNTY, INC. 401(K) PLAN
$1.6M · 19 participants
FIREFLY
FIREFLY 403(B) PLAN
$1.6M · 53 participants
ASTRAEA FOUNDATION INC
ASTRAEA FOUNDATION INC 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 31 participants
THE COUNTRY CLUB OF JACKSON
THE COUNTRY CLUB OF JACKSON RETIREMENT PLAN & TRUST
$1.6M · 37 participants
WILLIAMSWORKS, INC.
WILLIAMSWORKS, INC 401(K) PLAN
$1.6M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FAIR FIGHT ACTION, INC.
FAIR FIGHT ACTION, INC. SAFE HARBOR 401(K) PLAN
$1.6M · 13 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
