# Filbert Management 401(k) Plan
Source: https://planprovider.pro/companies/filbert-management-401k-plan

> Filbert Management's 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Filbert Management

- **Sponsor EIN:** 943137641

- **Sponsor Address:** 201 FILBERT STREET, SUITE 201, SAN FRANCISCO, CA, 94133

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

- **Total Participants:** 16

- **Total Assets:** $21.9M

## 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|16|$21.9M|$86,576|$213,933|

| 2023|56|$28.1M|$184,003|$511,428|

| 2022|112|$28.3M|$402,651|$1.0M|

## 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|

| BRIDGE,CPA PLLC|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|$27,302|—|—|—|—|

| 2023|$32,743|—|—|—|—|

| 2022|$28,349|—|—|—|—|

## Similar Plans

- [Raiser Construction Co., INC.](https://planprovider.pro/companies/raiser-construction-co-inc-401k-plan) — 14 participants

- [Morgan Adams, INC.](https://planprovider.pro/companies/morgan-adams-inc-401k-plan) — 14 participants

- [Ventana Property Services, INC.](https://planprovider.pro/companies/ventana-property-services-inc-401k-plan) — 14 participants

- [Cloverfield Mgmt, LLC](https://planprovider.pro/companies/cloverfield-mgmt-llc-401k-plan) — 19 participants

- [Westchester Medical Plaza LLC](https://planprovider.pro/companies/westchester-medical-plaza-llc-plan) — 13 participants

- [Ruder Family Management, LLC](https://planprovider.pro/companies/ruder-family-management-llc-401k-plan) — 11 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/filbert-management-401k-plan)

© 2026 PlanProvider.Pro