UNITED WAY OF THE BAY AREA 401(k) Plan
What public Form 5500 filings show about the UNITED WAY OF THE BAY AREA 401(k) plan — and how to find and check your own account.
The UNITED WAY OF THE BAY AREA 401(k) on its latest Form 5500
UNITED WAY OF THE BAY AREA (EIN 94-1312348) reports UWBA 401(K) PLAN on its most recent Form 5500, with $14.9M in plan assets across 67 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UNITED WAY OF THE BAY AREA filing — schedules, fees, and providers.
Who runs the UNITED WAY OF THE BAY AREA 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UNITED WAY OF THE BAY AREA 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL FINANCIAL GROUP.
How to check your UNITED WAY OF THE BAY AREA 401(k)
- Log in to Mutual of America’s participant portal (the site on your statements).
- Ask UNITED WAY OF THE BAY AREA HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).