# Board Of Trustees, Mfow Money Purchase Pension Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-mfow-money-purchase-pension-plan-946201677-002

> Board Of Trustees, Mfow Money Purchase Pension Plan's DC plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [STEPHEN HORN INSURANCE](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor

- [M.F.O.W. WELFARE FUND](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [TRUCKER HUSS, APC](https://planprovider.pro/provider/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|

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