Assets by plan
Share of aggregate retirement assets
Filings through .
United Way of Greater Knoxville, Inc.
EIN 62-0475748fund-raisingLatest filing 2025
Plans
3
Retirement
3
$6.7M assets
Health & Benefits
0
Participants
212
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.7M assets / 212 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401(k)
Assets$3.5M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401(k)
Assets$2.5M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401(k)
Assets$690K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401(k) | $3.5M | 100 | 2025 |
| #002 | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401(k) | $2.5M | 96 | 2024 |
| #001 | TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401(k) | $690K | 16 | 2024 |
- #003 · 401(k) · 2025100
- #002 · 401(k) · 202496
- #001 · 401(k) · 202416
Retirement plans