Plan Snapshot
- Plan Sponsor: Beneficial State Foundation
- Sponsor EIN: 205253663
- Sponsor Address: 1438 WEBSTER STREET, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 15 | $4.1M | $107,819 | $164,241 |
| 2023 | 22 | $3.4M | $103,579 | $131,690 |
| 2022 | 21 | $2.8M | $121,055 | $165,264 |