Plan Snapshot
- Plan Sponsor: San Francisco Day School
- Sponsor EIN: 942570257
- Sponsor Address: 350 MASONIC AVENUE, SAN FRANCISCO, CA, 941184419
- Plan Type: 403(b)
- Total Participants: 138
- Total Assets: $35.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $35.5M | $677,238 | $988,164 |
| 2023 | 174 | $31.9M | $616,073 | $841,789 |
| 2022 | 155 | $27.1M | $611,310 | $739,093 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, 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 | $18,141 | — | $18,957 | — | — |
| 2023 | $11,428 | — | $7,822 | — | — |
| 2022 | $7,231 | — | $7,231 | — | — |