Plan Snapshot
- Plan Sponsor: Low Income Investment Fund
- Sponsor EIN: 942952578
- Sponsor Address: 49 STEVENSON ST STE 300, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $20.6M
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 | 148 | $20.6M | $721,405 | $1.8M |
| 2023 | 153 | $16.8M | $702,540 | $1.7M |
| 2022 | 133 | $12.5M | $545,390 | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN PC — 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 | $4,465 | $3,737 | $728 | — | — |
| 2023 | $12,683 | $3,154 | $9,529 | — | — |
| 2022 | $5,495 | — | $5,495 | — | — |