Plan Snapshot
- Plan Sponsor: Boys & Girls Clubs Of San Francisco
- Sponsor EIN: 941156608
- Sponsor Address: 380 FULTON STREET, SAN FRANCISCO, CA, 94102
- Plan Type: DC
- Total Participants: 190
- Total Assets: $15.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 190 | $15.3M | $550,174 | $617,086 |
| 2023 | 184 | $14.1M | $405,805 | $563,594 |
| 2022 | 185 | $12.0M | $432,722 | $506,118 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $79,565 | — | $79,565 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $48,614 | $48,614 |
| NICHOLAS PENSION CONSULTANTS | CONTRACT ADMINISTRATOR | $13,148 | $1,162 | $14,310 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,489
- Estimated Expense Ratio: 0.930% 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 | $92,713 | — | $92,713 | — | — |
| 2023 | $81,054 | — | $81,054 | — | — |
| 2022 | $78,712 | — | $78,712 | — | — |