Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
UNITED WAY OF THE CAPE FEAR AR
EIN 56-0529949non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
20
127 GRACE STREET - WILMINGTON, NC 28401910-798-3900LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 20 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
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE CAPE FEAR AREA
401k
Assets$582K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNITED WAY OF THE CAPE FEAR AREA 401K
401k
Assets$562K
Participants10
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 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE CAPE FEAR AREA | 401k | $582K | 10 | 2024 | |
| 003 | UNITED WAY OF THE CAPE FEAR AREA 401K | 401k | $562K | 10 | 2024 |
Retirement plans