# San Francisco Aids Foundation 403(b) Plan
Source: https://planprovider.pro/companies/san-francisco-aids-foundation-403b-plan

> San Francisco Aids Foundation's 403(b) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|—|—|

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