Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
UNITED WAY OF NEW YORK CITY
EIN 13-2617681non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$19.9M assets
Welfare
0
Participants
295
205 E. 42ND STREET - NY, NY 10017212-251-2431unitedwaynyc.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.9M assets / 295 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- PRINCIPAL LIFE INSURANCE COMPANY70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEFINED BENEFIT PLAN FOR UNITED WAY OF NEW YORK CITY
TraditionalDB
Assets$14.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UNITED WAY OF NEW YORK CITY 401(K) PLAN
401k
Assets$5.9M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFINED BENEFIT PLAN FOR UNITED WAY OF NEW YORK CITY | TraditionalDB | $14.0M | 150 | 2024 | |
| 004 | UNITED WAY OF NEW YORK CITY 401(K) PLAN | 401k | $5.9M | 145 | 2024 |
Retirement plans