Plan Snapshot
- Plan Sponsor: Lick-Wilmerding High School
- Sponsor EIN: 941186156
- Sponsor Address: 755 OCEAN AVENUE, SAN FRANCISCO, CA, 94112
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $48.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $48.8M | $950,424 | $1.4M |
| 2023 | 139 | $42.9M | $899,099 | $1.4M |
| 2022 | 134 | $39.3M | $865,479 | $1.3M |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, 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 | $55,072 | — | $55,072 | — | — |
| 2023 | $71,567 | — | $71,567 | — | — |
| 2022 | $59,209 | — | $59,209 | — | — |