Plan Snapshot
- Plan Sponsor: Board Of Trustees, Mfow Money Purchase Pension Plan
- Sponsor EIN: 946201677
- Sponsor Address: 240 2ND ST, SAN FRANCISCO, CA, 94105
- Plan Type: DC
- Plan Number: 002
- Total Participants: 319
- Total Assets: $41.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $41.7M | $1.9M | $0 |
| 2023 | 324 | $38.7M | $1.8M | $0 |
| 2022 | 336 | $36.7M | $1.7M | $0 |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $71,896 | — | $71,896 |
| DODGE & COX | Other Service Provider | $60,058 | — | $60,058 |
| US BANK | Recordkeeper | $27,908 | — | $27,908 |
| WITHUMSMITH+BROWN, PC | Auditor | $18,909 | — | $18,909 |
| STEPHEN HORN INSURANCE | Investment Advisor | $12,174 | — | $12,174 |
| M.F.O.W. WELFARE FUND | Recordkeeper | $9,002 | — | $9,002 |
| TRUCKER HUSS, APC | ERISA Attorney | $7,717 | — | $7,717 |
| LEONARD CARDER, LLP | Other Service Provider | $6,316 | — | $6,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- STEPHEN HORN INSURANCE — Investment Advisor
- M.F.O.W. WELFARE FUND — Recordkeeper
- TRUCKER HUSS, APC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,980
- Estimated Expense Ratio: 0.513% of plan assets
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 | $259,308 | $87,966 | $68,986 | $18,909 | — |
| 2023 | $233,323 | $85,419 | $70,878 | $28,113 | — |
| 2022 | $228,586 | $76,960 | $65,001 | — | $29,070 |