Plan Snapshot
- Plan Sponsor: Bar Association Of San Francisco
- Sponsor EIN: 940304950
- Sponsor Address: 50 FREMONT STREET, SUITE 1700, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $16.5M | $232,211 | $836,506 |
| 2023 | 126 | $14.4M | $234,352 | $632,654 |
| 2022 | 129 | $12.9M | $206,107 | $568,103 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $48,697 | $10,000 | — | — | — |
| 2023 | $50,277 | $11,826 | — | $17,510 | — |
| 2022 | $59,570 | — | — | — | — |