Plan Snapshot
- Plan Sponsor: United Planning Organization
- Sponsor EIN: 520788987
- Sponsor Address: 301 RHODE ISLAND AVENUE N.W., WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 643
- Total Assets: $19.2M
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. |
|---|
| 2023 | 643 | $19.2M | $1.6M | $826,222 |
| 2022 | 591 | $15.9M | $1.3M | $790,393 |