Plan Snapshot
- Plan Sponsor: Ubf Insurance Services, INC.
- Sponsor EIN: 450518139
- Sponsor Address: 2033 NORTH MAIN, SUITE 700, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $1.0M | $11,946 | $13,831 |
| 2023 | 5 | $900,936 | $12,223 | $13,062 |
| 2022 | 5 | $810,613 | $13,647 | $32,121 |