# United Way Of The Bay Area 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-the-bay-area-401k-plan

> United Way Of The Bay Area's 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$5,814|—|$5,814|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,814

- **Estimated Expense Ratio:** 0.039% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,814|—|—|—|—|

| 2023|$51,365|—|—|—|—|

| 2022|$42,973|—|—|—|—|

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