# Low Income Investment Fund 401(k) Plan
Source: https://planprovider.pro/companies/low-income-investment-fund-401k-plan

> Low Income Investment Fund's 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|—|—|

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