Plan Snapshot
- Plan Sponsor: Episcopal Community Services Of San Francisco, INC.
- Sponsor EIN: 943096716
- Sponsor Address: 165-8TH ST, SAN FRANCISCO, CA, 94103
- Plan Type: 403(b)
- Total Participants: 414
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 414 | $12.7M | $891,562 | $1.5M |
| 2023 | 403 | $10.4M | $716,028 | $1.4M |
| 2022 | 380 | $8.1M | $669,893 | $1.2M |
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 | Auditor | — | — | $0 |
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 | $17,274 | — | $17,274 | — | — |
| 2023 | $13,351 | — | $13,351 | — | — |
| 2022 | $41,426 | — | $41,426 | — | — |