Plan Snapshot
- Plan Sponsor: Edgewood Center For Children And Families
- Sponsor EIN: 941186168
- Sponsor Address: 1801 VICENTE STREET, SAN FRANCISCO, CA, 94116
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 303 | $12.3M | $350,904 | $764,109 |
| 2023 | 298 | $10.9M | $329,866 | $627,575 |
| 2022 | 289 | $8.7M | $250,640 | $585,599 |
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 | $70,214 | $22,888 | — | — | — |
| 2023 | $63,939 | $18,859 | — | — | — |
| 2022 | $55,354 | $55,354 | — | — | — |