Plan Snapshot
- Plan Sponsor: Mission Neighborhood Health Center
- Sponsor EIN: 942284365
- Sponsor Address: 240 SHOTWELL STREET, SAN FRANCISCO, CA, 94110
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 210 | $7.4M | $392,550 | $676,690 |
| 2023 | 125 | $5.9M | $586,824 | $515,457 |
| 2022 | 114 | $4.4M | $249,296 | $393,446 |
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, 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: $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 | $45,952 | $21,701 | $24,251 | — | — |
| 2023 | $37,325 | $16,742 | $20,583 | — | — |
| 2022 | $32,782 | $15,657 | $17,125 | — | — |