Plan Snapshot
- Plan Sponsor: San Francisco Fire Credit Union
- Sponsor EIN: 941209440
- Sponsor Address: 3201 CALIFORNIA STREET, SAN FRANCISCO, CA, 94118
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $30.2M
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 | 168 | $30.2M | $673,204 | $1.5M |
| 2023 | 173 | $26.3M | $654,626 | $1.4M |
| 2022 | 185 | $21.8M | $618,908 | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $87,423 | $69,707 | — | — | — |
| 2023 | $76,811 | $59,474 | — | — | — |
| 2022 | $77,376 | $56,942 | $20,434 | — | — |