# Board Of Trustees, San Francisco Culinary, 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-san-francisco-culinary-946625180-501

> Board Of Trustees, San Francisco Culinary,'s 401(k) plan: 7,150 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, 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](https://planprovider.pro/provider/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|

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