Retirement plan

UNITED WAY OF SOUTHEASTERN CONNECTICUT

Name: UNITED WAY OF SOUTHEASTERN CONNECTICUT - UNITED WAY OF SOUTHEASTERN CONNECTICUT (2025) Form 5500
Creator: UNITED WAY OF SOUTHEASTERN CONNECTICUT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED WAY OF SOUTHEASTERN CONNECTICUT, UNITED WAY OF SOUTHEASTERN CONNECTICUT

UNITED WAY OF SOUTHEASTERN CONNECTICUTEIN 06-0771393Plan #002PY 2025

PO BOX 375 - GALES FERRY, CT 063350375860-464-7281uwsect.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4.9M

+25.2% from 2024

Total participants

+2.6% from 2024

Average account balance

$133,686

+21.9% from 2024

Annual return

17.88%

+3.45 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$134K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

160.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$291K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$389

$17 / participant

Other / not subdivided$389100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,686

$72,071+85.5%

$68,368+95.5%

$137,256-2.6%

Participation rate

87.0%

76.2%+10.7pp

73.8%+13.2pp

80.0%+7.0pp

Annual return

17.88%

353.14%-335.3pp

292.57%-274.7pp

220.34%-202.5pp

Employer contribution / active EE

$5,777

$2,788+107.2%

$2,649+118.1%

$4,156+39.0%

Participant deferral / active EE

$6,863

$4,410+55.6%

$4,123+66.5%

$6,407+7.1%

Admin fee / account holder

$11

$5,336-99.8%

$5,150-99.8%

$12,270-99.9%

UNITED WAY OF SOUTHEASTERN CONNECTICUT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED WAY OF SOUTHEASTERN CONNECTICUT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion