# Peninsula Family Service 401(k) Plan
Source: https://planprovider.pro/companies/peninsula-family-service-401k-plan

> Peninsula Family Service's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peninsula Family Service

- **Sponsor EIN:** 941186169

- **Sponsor Address:** 24 SECOND AVE, SAN MATEO, CA, 94401

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|156|$6.8M|$867,984|$586,196|

| 2023|168|$4.8M|$217,397|$449,116|

| 2022|138|$4.2M|$798,051|$407,280|

## 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|

| AMERICAN TRUST COMPANY|NONE|$38,242|—|$38,242|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,242

- **Estimated Expense Ratio:** 0.564% 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|$38,242|—|$38,242|—|—|

| 2023|$32,016|—|$32,016|—|—|

| 2022|$15,018|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/peninsula-family-service-401k-plan)

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