Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED WAY OF DANE COUNTY, INC.
EIN 39-0817532non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
217
P O BOX 7548 2059 ATWOOD AVE. - MADISON, WI 537077548608-246-5490unitedwaydanecounty.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 217 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
UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$6.5M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITED WAY OF DANE COUNTY, INC. 403(B) PLAN
403b
Assets$3.3M
Participants102
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 | UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $6.5M | 115 | 2025 | |
| 002 | UNITED WAY OF DANE COUNTY, INC. 403(B) PLAN | 403b | $3.3M | 102 | 2025 |
Retirement plans