Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNITED WAY OF SANTA BARBARA COUNTY, INC.
EIN 95-1641968philanthropyLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
84
320 E GUTIERREZ ST - SANTA BARBARA, CA 931011707805-965-8591unitedwaysb.orgLinkedIn11-50 employeesphilanthropy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 84 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#003
403(B) THRIFT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.
401k
Assets$1.9M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.
ProfitSharing
Assets$1.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 403(B) THRIFT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. | 401k | $1.9M | 54 | 2025 | |
| 001 | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. | ProfitSharing | $1.9M | 30 | 2025 |
Retirement plans