# San Francisco Forty Niners, Limited 401(k) Plan
Source: https://planprovider.pro/companies/san-francisco-forty-niners-limited-401k-plan

> San Francisco Forty Niners, Limited's 401(k) plan: 471 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 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|NONE|$31,402|—|$31,402|

| JACKSON SQUARE PARTNERS|NONE|$17,331|—|$17,331|

| ARIEL INVESTMENTS, LLC|NONE|$17,100|—|$17,100|

| CAMBRIDGE ASSOCIATES|NONE|$17,022|—|$17,022|

| PNC BANK|NONE|$13,429|—|$13,429|

| TRINITY ASSET MANAGEMENT|NONE|$7,638|—|$7,638|

| PIMCO|NONE|$6,458|—|$6,458|

| HILL, BARTH, AND KING, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JACKSON SQUARE PARTNERS](https://planprovider.pro/provider/jackson-square-financial) — NONE

- [HILL, BARTH, AND KING, LLC](https://planprovider.pro/provider/hill-barth-and-king-llc) — Auditor

## 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|—|—|—|—|—|

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