Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Francisco Culinary,
- Sponsor EIN: 946625180
- Sponsor Address: 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,150
- Total Assets: $8.4M
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 | 7,150 | $8.4M | $1.9M | $0 |
| 2023 | 6,881 | $7.7M | $2.0M | $0 |
| 2022 | 4,649 | $6.9M | $1.8M | $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 |
|---|---|---|---|---|
| WANG & ASSOCIATES | Other Service Provider | $446,905 | — | $446,905 |
| LAW OFFICES OF FELLOM & SOLORIO | Other Service Provider | $348,979 | — | $348,979 |
| EXEMPLAR LEGAL & BENEFIT ADMIN. SVC | Other Service Provider | $289,786 | — | $289,786 |
| MARCO ACOSTA, ESQ. | Other Service Provider | $170,376 | — | $170,376 |
| ALEXSIS C. BEACH, ESQ. | Other Service Provider | $107,025 | — | $107,025 |
| AMERICAN TRUST INSTITUTE | Other Service Provider | $91,074 | — | $91,074 |
| BENESYS ADMINISTRATORS, INC. | Other Service Provider | $46,493 | — | $46,493 |
| LAW OFFICE OF DAVID BUTLER, JR. | Other Service Provider | $29,448 | — | $29,448 |
| RAEL & LETSON | Other Service Provider | $26,250 | — | $26,250 |
| LAW OFFICES OF NADINE R. ZELTZER | Other Service Provider | $26,220 | — | $26,220 |
| MITCHELL LAW OFFICE | Other Service Provider | $20,670 | — | $20,670 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,250 | — | $16,250 |
| MCCARTHY LAW OFFICES | Other Service Provider | $11,020 | — | $11,020 |
| NANCY M CONWAY & ASSOCIATES, L.P. | Other Service Provider | $10,929 | — | $10,929 |
| SMARTSOURCE, LLC | Other Service Provider | $8,708 | — | $8,708 |
| GABRIELA M. LOPEZ, ESQ. | Other Service Provider | $5,500 | — | $5,500 |
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: $1,655,633
- Estimated Expense Ratio: 19.763% 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 | $399,925 | $3,320 | $45,936 | $16,250 | — |
| 2023 | $367,025 | $2,972 | $50,881 | $15,695 | — |
| 2022 | $390,822 | $2,483 | $320,653 | — | $51,933 |