Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolioTH
UNITED WAY OF NORTH CAROLINA
EIN 56-0564547non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
59
1130 KILDAIRE FARM RD STE 100 - CARY, NC 275114561919-834-5200unitedwaync.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 59 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
EBP OF UNITED WAY OF NORTH CAROLINA
403b
Assets$811K
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTH CAROLINA
401k
Assets$440K
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EBP OF UNITED WAY OF NORTH CAROLINA | 403b | $811K | 19 | 2024 | |
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTH CAROLINA | 401k | $440K | 40 | 2024 |
Retirement plans