Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED WAY OF FORSYTH COUNTY, INC.
EIN 23-7357234philanthropyLatest filing 2025
Plans
4
Retirement
4
$5.7M assets
Welfare
0
Participants
114
301 N MAIN STREET, SUITE 1700 - WINSTON SALEM, NC 27101336-721-9343forsythunitedway.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
4 filingsRetirement portfolio analytics
4 plans aggregated / $5.7M assets / 114 participantsParticipants 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
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF FORSYTH COUNTY, INC.
TraditionalDB
Assets$2.8M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UNITED WAY OF FORSYTH COUNTY INC EMPLOYEE RETIREMENT PLAN
401k
Assets$2.6M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
403 B THRIFT PLAN OF UNITED WAY OF FORSYTH COUNTY INC
403b
Assets$334K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TDA PLAN OF UNITED WAY OF FORSYTH COUNTY, INC.
403b
Assets$35K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMPLOYEE BENEFITS PLAN OF UNITED WAY OF FORSYTH COUNTY, INC. | TraditionalDB | $2.8M | 49 | 2025 | |
| 004 | UNITED WAY OF FORSYTH COUNTY INC EMPLOYEE RETIREMENT PLAN | 401k | $2.6M | 55 | 2025 | |
| 003 | 403 B THRIFT PLAN OF UNITED WAY OF FORSYTH COUNTY INC | 403b | $334K | 5 | 2025 | |
| 002 | TDA PLAN OF UNITED WAY OF FORSYTH COUNTY, INC. | 403b | $35K | 5 | 2025 |
Retirement plans