Plan Snapshot
- Plan Sponsor: San Francisco Aids Foundation
- Sponsor EIN: 942927405
- Sponsor Address: 1035 MARKET ST 4TH FLOOR, SAN FRANCISCO, CA, 94103
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $15.5M
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 | 168 | $15.5M | $391,311 | $1.3M |
| 2023 | 197 | $13.8M | $404,183 | $1.3M |
| 2022 | 190 | $12.9M | $364,949 | $1.3M |
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 |
|---|---|---|---|---|
| WITHUMSMITH + BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH + BROWN, PC — 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 | $6,843 | — | $6,843 | — | — |
| 2023 | $4,490 | — | $4,490 | — | — |
| 2022 | $4,787 | — | $4,787 | — | — |