Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $4.6M assets / 65 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | UNITED WAY OF COSTAL AND WESTERN CONNECTICUT 403(B) PLAN | 403(b) | $4.5M | 61 | 2025 |
| #002 | UNITED WAY OF STAMFORD | 403(b) | $101K | 4 | 2025 |