Meals On Wheels San Francisco 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Meals On Wheels San Francisco
  • Sponsor EIN: 941741155
  • Sponsor Address: 2230 JERROLD AVE., SAN FRANCISCO, CA, 94124
  • Plan Type: 403(b)
  • Total Participants: 161
  • Total Assets: $3.8M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024161$3.8M$285,709$481,438
2023168$3.0M$274,656$487,729
2022179$2.0M$257,868$450,952

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
BAKER TILLY US, LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$37,247$37,247
2023$26,893$26,893
2022$20,025$20,025

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