The United Way Of Southwestern Pennsylvania 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The United Way Of Southwestern Pennsylvania
  • Sponsor EIN: 251043578
  • Sponsor Address: PO BOX 735, PITTSBURGH, PA, 152300735
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 97
  • Total Assets: $10.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202397$10.3M$574,306$449,285
202290$7.9M$565,994$411,270

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