# Beneficial State Foundation 401(k) Plan
Source: https://planprovider.pro/companies/beneficial-state-foundation-401k-plan

> Beneficial State Foundation's 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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