United Way Of The Coastal Bend, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: United Way Of The Coastal Bend, INC.
  • Sponsor EIN: 741207552
  • Sponsor Address: 4659 EVERHART, CORPUS CHRISTI, TX, 78411
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $2.0M

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.
202422$2.0M$95,173$94,514
202319$1.8M$84,898$83,819
202228$1.5M$82,913$75,384

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