AUMdb

Uwba 401(k) Plan

Sponsored by United Way Of The Bay Area · EIN 941312348 · Plan #002

Total assets
$14.9M
Net assets
$14.9M
Active participants
67
With balances
164

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $5,814