# Bar Association Of San Francisco 401(k) Plan
Source: https://planprovider.pro/companies/bar-association-of-san-francisco-plan

> Bar Association Of San Francisco&#39;s 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Reach](https://planprovider.pro/companies/reach-401k-plan) — 142 participants

- [Habitat For Humanity Of Greater Los Angeles](https://planprovider.pro/companies/habitat-for-humanity-of-greater-los-angeles-401k-plan) — 140 participants

- [Lucile Packard Foundation For Children'S Health](https://planprovider.pro/companies/lucile-packard-foundation-for-children-s-health-401k-plan) — 144 participants

- [Team San Jose](https://planprovider.pro/companies/team-san-jose-401k-plan) — 145 participants

- [United Cerebral Palsy Of Central California, INC](https://planprovider.pro/companies/united-cerebral-palsy-of-central-california-inc-401k-plan) — 139 participants

- [Anti Recidivism Coalition](https://planprovider.pro/companies/anti-recidivism-coalition-401k-plan) — 138 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bar-association-of-san-francisco-plan)

&copy; 2026 PlanProvider.Pro
