The Trustees Of The Ilwu-Pma Welfare Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Trustees Of The Ilwu-Pma Welfare Plan
  • Sponsor EIN: 946068578
  • Sponsor Address: 1188 FRANKLIN STREET, SUITE 300, SAN FRANCISCO, CA, 94109
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $8.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$8.1M$320,200$283,166
202333$6.9M$248,430$280,972
202231$5.4M$247,412$302,113

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