Plan Snapshot
- Plan Sponsor: Board Of Trustees, San Francisco Police Officers'
- Sponsor EIN: 266732924
- Sponsor Address: 800 BRYANT ST 2ND FL, SAN FRANCISCO, CA, 94103
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,776
- Total Assets: $27,944
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 | 1,776 | $27,944 | $0 | $137,192 |
| 2023 | 1,789 | $19,648 | $0 | $140,194 |
| 2022 | 2,115 | $23,356 | $0 | $147,525 |
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 |
|---|---|---|---|---|
| RAINS LUCIA STERN, PC | Other Service Provider | $112,093 | — | $112,093 |
| BURRELL LAW OFFICE | Other Service Provider | $73,781 | — | $73,781 |
| MICHAEL HINCKLEY | Other Service Provider | $43,868 | — | $43,868 |
| MILLER KAPLAN ARASE LLP | Auditor | $24,075 | — | $24,075 |
| BERRY WILKINSON LAW GROUP | Other Service Provider | $19,636 | — | $19,636 |
| ANTHONY J BRASS | Other Service Provider | $14,018 | — | $14,018 |
| LAW OFFICES OF DONALD NOBLES | Other Service Provider | $8,047 | — | $8,047 |
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: $295,518
- Estimated Expense Ratio: 1057.537% 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 | $17,945 | — | — | — | — |
| 2023 | $29,698 | — | — | — | — |
| 2022 | $22,847 | — | — | — | $22,007 |