Assets by plan
Share of aggregate retirement assets
Filings through .
United Way of Madison County, Inc.
EIN 63-0366294non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
31
701 ANDREW JACKSON WAY NE - HUNTSVILLE, AL 358013504256-536-0745uwmadisoncounty.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 31 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#001
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF MADISON COUNTY, INC.
Other DC
Assets$1.2M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UNITED WAY OF MADISON COUNTY, INC.
401(k)
Assets$480K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF MADISON COUNTY, INC. | Other DC | $1.2M | 23 | 2025 |
| #002 | UNITED WAY OF MADISON COUNTY, INC. | 401(k) | $480K | 8 | 2025 |
- #001 · Other DC · 202523
- #002 · 401(k) · 20258
Retirement plans