# Boys & Girls Clubs Of San Francisco DC Plan
Source: https://planprovider.pro/companies/boys-girls-clubs-of-san-francisco-plan-001

> Boys & Girls Clubs Of San Francisco's DC plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|

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