Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Francisco Electrical Workers
- Sponsor EIN: 946062674
- Sponsor Address: 720 MARKET ST STE 700, SAN FRANCISCO, CA, 94102
- Plan Type: DC
- Total Participants: 1,920
- Total Assets: $670.0M
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 | 1,920 | $670.0M | $18.0M | $15.2M |
| 2023 | 2,100 | $594.8M | $16.8M | $13.3M |
| 2022 | 2,437 | $504.2M | $16.4M | $10.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | Recordkeeper | $766,319 | — | $766,319 |
| E.I.S.B., INC. | Other Service Provider | $273,127 | — | $273,127 |
| ALAN BILLER & ASSOCIATES | ERISA Attorney | $54,000 | — | $54,000 |
| DAVID CRUTCHER | ERISA Attorney | $27,186 | — | $27,186 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $24,551 | $24,551 |
| MILLER KAPLAN ARASE LLP | Auditor | $24,150 | — | $24,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS — Recordkeeper
- ALAN BILLER & ASSOCIATES — ERISA Attorney
- DAVID CRUTCHER — ERISA Attorney
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- 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: $1,169,333
- Estimated Expense Ratio: 0.175% 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 | $1,342,634 | $820,319 | — | $24,150 | — |
| 2023 | $1,207,874 | $738,485 | — | $23,000 | — |
| 2022 | $1,045,818 | $601,546 | — | — | $73,065 |