# Room To Read 401(k) Plan
Source: https://planprovider.pro/companies/room-to-read-plan

> Room To Read's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Room To Read

- **Sponsor EIN:** 912003533

- **Sponsor Address:** 465 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104

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

- **Total Participants:** 73

- **Total Assets:** $15.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|73|$15.9M|$532,308|$836,109|

| 2023|82|$14.3M|$537,501|$847,032|

| 2022|91|$11.5M|$469,821|$779,490|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$4,528|—|$4,528|—|—|

| 2023|$4,991|—|$3,646|—|—|

| 2022|$4,366|—|$4,366|—|—|

## Similar Plans

- [United Way, INC.](https://planprovider.pro/companies/united-way-inc-403b-plan-004) — 73 participants

- [California Correctional Peace Officers Association](https://planprovider.pro/companies/california-correctional-peace-officers-association-plan) — 73 participants

- [Humanity United](https://planprovider.pro/companies/humanity-united-401k-plan) — 70 participants

- [The James Irvine Foundation](https://planprovider.pro/companies/the-james-irvine-foundation-401k-plan) — 76 participants

- [California Society Of Cpas](https://planprovider.pro/companies/california-society-of-cpas-401k-plan) — 69 participants

- [Francisca Club](https://planprovider.pro/companies/francisca-club-plan) — 68 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/room-to-read-plan)

© 2026 PlanProvider.Pro