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
- 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. |
|---|---|---|---|---|
| 2025 | 319 | $41.7M | $0 | $0 |
| 2024 | 324 | $38.7M | $0 | $0 |
| 2023 | 336 | $36.7M | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $18,909 | — | $18,909 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,909
- Estimated Expense Ratio: 0.045% 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 |
|---|---|---|---|---|---|
| 2025 | $259,308 | $87,966 | $68,986 | $18,909 | — |
| 2024 | $233,323 | $85,419 | $70,878 | $28,113 | — |
| 2023 | $228,586 | $76,960 | $65,001 | — | $29,070 |