Plan Snapshot
- Plan Sponsor: San Francisco Forty Niners, Limited
- Sponsor EIN: 942412031
- Sponsor Address: 4949 MARIE P. DEBARTOLO WAY, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $102.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 471 | $102.1M | $4.9M | $3.6M |
| 2023 | 422 | $87.9M | $4.3M | $3.5M |
| 2022 | 434 | $73.8M | $4.2M | $3.3M |
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 |
|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT | Other Service Provider | $31,402 | — | $31,402 |
| JACKSON SQUARE PARTNERS | Investment Advisor | $17,331 | — | $17,331 |
| ARIEL INVESTMENTS, LLC | Other Service Provider | $17,100 | — | $17,100 |
| CAMBRIDGE ASSOCIATES | Other Service Provider | $17,022 | — | $17,022 |
| PNC BANK | Other Service Provider | $13,429 | — | $13,429 |
| TRINITY ASSET MANAGEMENT | Other Service Provider | $7,638 | — | $7,638 |
| PIMCO | Other Service Provider | $6,458 | — | $6,458 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON SQUARE PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,380
- Estimated Expense Ratio: 0.108% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |