Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED WAY OF GREATER KNOXVILLE, INC.
EIN 62-0475748fund-raisingLatest filing 2025
Plans
3
Retirement
3
$6.7M assets
Welfare
0
Participants
212
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.7M assets / 212 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#003
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401k
Assets$3.5M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401k
Assets$2.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
401k
Assets$690K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401k | $3.5M | 100 | 2025 | |
| 002 | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401k | $2.5M | 96 | 2024 | |
| 001 | TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. | 401k | $690K | 16 | 2024 |
Retirement plans