Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
UNITED WAY OF SANTA CRUZ COUNTY
EIN 94-1422471Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
65
4450 CAPITOLA ROAD, SUITE 106 - CAPITOLA, CA 95010831-465-2204
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 65 participantsParticipants 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#001
UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN
403b
Assets$1.5M
Participants47
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
UNITED WAY OF SANTA CRUZ COUNTY F5 401(A)
OtherDC
Assets$571K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN | 403b | $1.5M | 47 | 2025 | |
| 002 | UNITED WAY OF SANTA CRUZ COUNTY F5 401(A) | OtherDC | $571K | 18 | 2025 |
Retirement plans