Plan Snapshot
- Plan Sponsor: Esherick Homsey Dodge And Davis, Architects
- Sponsor EIN: 941595317
- Sponsor Address: PIER 1 BAY 2 THE EMBARCADERO, SAN FRANCISCO, CA, 941112028
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $25.3M
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 | 64 | $25.3M | $327,120 | $888,137 |
| 2023 | 80 | $21.9M | $549,101 | $919,961 |
| 2022 | 122 | $19.3M | $320,433 | $804,968 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — 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 | $54,966 | — | $54,966 | — | — |
| 2023 | $44,414 | — | $44,414 | — | — |
| 2022 | — | — | — | — | — |