Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
METRO UNITED WAY, INC.
EIN 61-0444680non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$24.2M assets
Welfare
0
Participants
292
334 E. BROADWAY - LOUISVILLE, KY 402021739502-292-6121metrounitedway.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.2M assets / 292 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 BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC.
TraditionalDB
Assets$14.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
METRO UNITED WAY, INC. 403(B) THRIFT PLAN
403b
Assets$9.7M
Participants101
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 BENEFIT PENSION PLAN OF THE METRO UNITED WAY, INC. | TraditionalDB | $14.5M | 191 | 2024 | |
| 003 | METRO UNITED WAY, INC. 403(B) THRIFT PLAN | 403b | $9.7M | 101 | 2024 |
Retirement plans