Plan Snapshot
- Plan Sponsor: San Francisco Baseball Associates
- Sponsor EIN: 943169394
- Sponsor Address: 24 WILLIE MAYS PLAZA, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 607
- Total Assets: $92.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 607 | $92.3M | $6.2M | $5.0M |
| 2023 | 634 | $76.6M | $5.3M | $4.4M |
| 2022 | 567 | $60.1M | $5.0M | $4.0M |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | SERVICE PROVIDER | — | $220,437 | $220,437 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $40,839 | — | $40,839 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $5,308 | — | $5,308 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — SERVICE PROVIDER
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $266,584
- Estimated Expense Ratio: 0.289% 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 | $46,147 | $41,247 | $4,200 | — | — |
| 2023 | $41,375 | $36,625 | $4,150 | — | — |
| 2022 | $36,204 | — | — | — | — |