Plan Snapshot
- Plan Sponsor: Divco West Services, LLC
- Sponsor EIN: 264077049
- Sponsor Address: 301 HOWARD ST, SAN FRANCISCO, CA, 941056616
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $43.2M
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 | 253 | $43.2M | $0 | $4.3M |
| 2023 | 245 | $36.3M | $0 | $4.1M |
| 2022 | 235 | $28.2M | $0 | $3.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $155,450 | — | $155,450 | — | — |
| 2023 | $140,275 | — | $140,275 | — | — |
| 2022 | $120,422 | — | $120,422 | — | — |