Plan Snapshot
- Plan Sponsor: Accion Opportunity Fund Community Development
- Sponsor EIN: 311719434
- Sponsor Address: 111 WEST ST. JOHN STREET, SUITE 800, SAN JOSE, CA, 95113
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 125 | $14.2M | $784,350 | $1.5M |
| 2022 | 147 | $11.7M | $507,841 | $1.1M |