# Board Of Trustees, San Francisco Culinary Bartenders & 401(k) Plan Source: https://planprovider.pro/companies/board-of-trustees-san-francisco-culinary-bartenders-941645611-501 > Board Of Trustees, San Francisco Culinary Bartenders &'s 401(k) plan: 6,490 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 Bartenders & - **Sponsor EIN:** 941645611 - **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 94566 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 6,490 - **Total Assets:** $132.4M ## 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|6,490|$132.4M|$164.7M|$389,597| | 2023|6,475|$121.3M|$173.4M|$380,350| | 2022|6,219|$83.9M|$142.6M|$542,319| ## 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 ADMINISTRATORS, INC.|Other Service Provider|$1,149,690|—|$1,149,690| | DELTA DENTAL|Other Service Provider|$445,040|—|$445,040| | LEONARD CARDER LLP|Other Service Provider|$205,826|—|$205,826| | SCHOLARMATCH|Other Service Provider|$153,000|—|$153,000| | RAEL & LETSON|Other Service Provider|$130,650|—|$130,650| | EMPLOYEE 04|Recordkeeper|$110,000|—|$110,000| | ASCENDENT HEALTHCARE|Other Service Provider|$98,155|—|$98,155| | SAN FRANCISCO CULINARY BARTENDERS &|Recordkeeper|$87,413|—|$87,413| | LORD ABBETT & CO. LLC|Other Service Provider|$85,041|—|$85,041| | EMPLOYEE 03|Recordkeeper|$71,415|—|$71,415| | EMPLOYEE 02|Recordkeeper|$71,358|—|$71,358| | INCOME RESEARCH MANAGEMENT|Other Service Provider|$70,195|—|$70,195| | SMARTSOURCE, LLC|Other Service Provider|$64,663|—|$64,663| | IRON MOUNTAIN|Other Service Provider|$54,613|—|$54,613| | PAUL GEHRMAN|Other Service Provider|$50,410|—|$50,410| | SELF HELP FOR THE ELDERLY|Other Service Provider|$39,375|—|$39,375| | MILLER KAPLAN ARASE LLP|Auditor|$38,720|—|$38,720| | ULLICO|Recordkeeper|$30,902|$5,938|$36,840| | EMPLOYEE 01|Recordkeeper|$33,106|—|$33,106| | TECH HOSPITALITY, INC.|Other Service Provider|$25,116|—|$25,116| | EUGENE P. LAW, EA|Other Service Provider|$19,081|—|$19,081| | UNITE HERE LOCAL 2|Other Service Provider|$18,414|—|$18,414| | PAULETTE MCMILLIAN|Other Service Provider|$17,910|—|$17,910| | NEPC, LLC|Recordkeeper|$15,000|—|$15,000| | DIRECT MARKETING SOLUTIONS, INC.|Other Service Provider|$11,344|—|$11,344| | MARSH MCLENNAN AGENCY LLC|Investment Advisor|—|$8,507|$8,507| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [EMPLOYEE 04](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [SAN FRANCISCO CULINARY BARTENDERS &](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 03](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 02](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor - [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper - [EMPLOYEE 01](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper - [MARSH MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,110,882 - **Estimated Expense Ratio:** 2.349% 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|$3,188,862|$91,282|$1,552,144|$38,720|—| | 2023|$2,860,544|$129,126|$1,536,424|$39,931|—| | 2022|$2,532,609|$109,862|$1,166,913|—|$613,463| ## Similar Plans - [Board Of Trustees, San Francisco Culinary,](https://planprovider.pro/companies/board-of-trustees-san-francisco-culinary-946625180-501) — 7,150 participants - [Manna Development Group, LLC](https://planprovider.pro/companies/manna-development-group-llc-401k-plan) — 7,057 participants - [San Mateo Hotel Employees & Restaurant Employees Pension Fund](https://planprovider.pro/companies/san-mateo-hotel-employees-restaurant-employees-pension-fund-plan) — 4,444 participants - [San Mateo Hotel Employees & Restaurant Employees Welfare Fund](https://planprovider.pro/companies/san-mateo-hotel-employees-restaurant-employees-welfare-fund-946081299-501) — 2,848 participants - [Bakemark Usa, LLC](https://planprovider.pro/companies/bakemark-usa-llc-952755319-501) — 1,532 participants - [Sodexo Management, INC.](https://planprovider.pro/companies/sodexo-management-inc-160812661-560) — 1,160 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-san-francisco-culinary-bartenders-941645611-501) © 2026 PlanProvider.Pro