# San Diego Tourism Authority 401(k) Plan
Source: https://planprovider.pro/companies/san-diego-tourism-authority-401k-plan

> San Diego Tourism Authority's 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego Tourism Authority

- **Sponsor EIN:** 951812810

- **Sponsor Address:** 750 B STREET, SAN DIEGO, CA, 92101

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

- **Total Participants:** 72

- **Total Assets:** $13.4M

## 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|72|$13.4M|$327,645|$622,943|

| 2023|75|$11.6M|$292,967|$585,436|

| 2022|62|$9.9M|$242,927|$495,309|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## 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|$30,383|$28,658|—|—|—|

| 2023|$24,613|$23,938|—|—|—|

| 2022|$25,902|—|—|—|—|

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