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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $3.8M | $285,709 | $481,438 |
| 2023 | 168 | $3.0M | $274,656 | $487,729 |
| 2022 | 179 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $37,246 | — | $37,246 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,246
- Estimated Expense Ratio: 0.984% of plan assets
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 | — | — |