Assets by plan
Share of aggregate retirement assets
94%top
Sponsor portfolioTH
UNITED WAY OF THE BAY AREA
EIN 94-1312348non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$15.8M assets
Welfare
0
Participants
166
550 KEARNY STE 1000 - SAN FRANCISCO, CA 94108415-808-4300uwba.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.8M assets / 166 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- MUTUAL OF AMERICA SEC. CORP LLC94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UWBA 401(K) PLAN
401k
Assets$14.9M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN OF UNITED WAY OF THE BAY AREA
TraditionalDB
Assets$890K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UWBA 401(K) PLAN | 401k | $14.9M | 166 | 2024 | |
| 001 | PENSION PLAN OF UNITED WAY OF THE BAY AREA | TraditionalDB | $890K | 0 | 2024 |
Retirement plans