Community Initiatives 401(k) Plan: Login, Facts & Contact Information

Community Initiatives 401(k) Plan Facts

Plan name
SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF COMMUNITY INITIATIVES
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COMMUNITY INITIATIVES
Participants
690 (522 active employees)
Former employees with a balance
207
Plan assets
$19,176,743 at Dec 31, 2024
Average account balance
$33,703 across 569 accounts
Employer contributions
$1,138,238 in plan year 2024 (31% of all contributions)
Recordkeeper
Mutual Of America Investment Corp
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.73 million went into the plan in contributions, $1.14 million of it from the employer (31%).
  • $972,859 was paid out to participants.
  • Investment and other income added $2.13 million.
  • Administrative expenses were $6,408, about $11 per account.

How the Community Initiatives 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019227$6.31 million$346,488$599,768
2020255$8.20 million$401,669$1.03 million
2021305$10.8 million$483,657$372,544
2022364$10.2 million$572,388$1.00 million
2023425$14.3 million$792,396$709,169
2024690$19.2 million$1.14 million$972,859

Community Initiatives 401(k) Contact Information

Phone
415-230-7700
Mailing address
1000 BROADWAY STE 480, OAKLAND CA 946074044
Plan sponsor
COMMUNITY INITIATIVES
Employer identification number (EIN)
94-3255070
Plan number
001

Questions about the Community Initiatives 401(k)

Does Community Initiatives contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.14 million, 31% of all contributions.

Does the Community Initiatives 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Community Initiatives 401(k) plan?

690 participants at the start of plan year 2024, 522 of them active employees, and 207 former employees who still had money in the plan.

What is the average 401(k) balance at Community Initiatives?

About $33,703 per account: $19.2 million in plan assets across 569 accounts with a balance at the end of plan year 2024.

Who manages the Community Initiatives 401(k) accounts?

Mutual of America (listed on the filing as MUTUAL OF AMERICA INVESTMENT CORP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Community Initiatives. How do I access my 401(k)?

Your account stays with Mutual of America after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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