Plan Snapshot
- Plan Sponsor: United Way Of The Bay Area
- Sponsor EIN: 941312348
- Sponsor Address: 550 KEARNY STREET, SUITE 1000, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 67 | $14.9M | $384,354 | $477,446 |
| 2023 | 67 | $12.9M | $394,872 | $453,988 |
| 2022 | 62 | $9.6M | $155,551 | $331,740 |