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Sponsor portfolio

RIVER REGION UNITED WAY

EIN 63-0330778-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$216K assets
Welfare
0
Participants
8
PO BOX 390 - MONTGOMERY, AL 36101334-264-7318rruw.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#003MoneyPurchase-$205K - 7 part#004403b-$11K - 1 part

Retirement portfolio analytics

2 plans aggregated / $216K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • REGION UNITED WAY (#003)95%
  • EMPLOYEE BENEFIT PLAN (#004)5%
Total $216KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REGION UNITED WAY (#003)7
  • EMPLOYEE BENEFIT PLAN (#004)1
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RIVER REGION UNITED WAY

MoneyPurchase

Assets$205K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN

403b

Assets$11K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RIVER REGION UNITED WAYMoneyPurchase$205K72025
004RIVER REGION UNITED WAY EMPLOYEE BENEFIT PLAN403b$11K12025
Retirement plans
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