# Business For Social Responsibili 401(k) Plan
Source: https://planprovider.pro/companies/business-for-social-responsibility-plan

> Business For Social Responsibili's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Business For Social Responsibili

- **Sponsor EIN:** 521764268

- **Sponsor Address:** 220 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|95|$12.7M|$412,577|$1.2M|

| 2023|114|$10.4M|$416,737|$1.1M|

| 2022|106|$7.9M|$365,777|$772,854|

## 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|

| HOOD & STRONG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOOD & STRONG LLP](https://planprovider.pro/provider/hood-and-strong-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$66,498|$40,652|—|—|—|

| 2023|$52,516|$52,516|—|—|—|

| 2022|$52,826|$31,946|$16,556|—|$4,324|

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