Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
UNITED WAY OF ERIE COUNTY
EIN 25-1053091civic & social organizationLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
77
650 EAST AVE STE 200 - ERIE, PA 165031535814-456-2937unitedwayerie.orgLinkedIn11-50 employeescivic & social organization
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 77 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#004
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF ERIE COUNTY
ProfitSharing
Assets$1.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITED WAY OF ERIE COUNTY
401k
Assets$1.2M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF ERIE COUNTY | ProfitSharing | $1.9M | 41 | 2025 | |
| 002 | UNITED WAY OF ERIE COUNTY | 401k | $1.2M | 36 | 2025 |
Retirement plans