Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
UNITED WAY OF THE MID-SOUTH
EIN 56-1010742non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
123
1005 TILLMAN ST - MEMPHIS, TN 381122038901-433-4300LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 123 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
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH
ProfitSharing
Assets$5.6M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE MID-SOUTH
401k
Assets$5.1M
Participants46
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 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF THE MID-SOUTH | ProfitSharing | $5.6M | 77 | 2025 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE MID-SOUTH | 401k | $5.1M | 46 | 2025 |
Retirement plans