Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED WAY OF THE NATIONAL CAPITAL
EIN 53-0234290Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
74
8614 WESTWOOD CENTER DR STE 300 - VIENNA, VA 221822233202-488-2000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 74 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#002
UWNCA 403(B) RETIREMENT PLAN
403b
Assets$6.1M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA
OtherDC
Assets$67K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UWNCA 403(B) RETIREMENT PLAN | 403b | $6.1M | 71 | 2024 | |
| 003 | TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA | OtherDC | $67K | 3 | 2024 |
Retirement plans