# San Francisco Friends School 403(b) Plan
Source: https://planprovider.pro/companies/san-francisco-friends-school-403b-plan

> San Francisco Friends School's 403(b) plan: 83 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** San Francisco Friends School

- **Sponsor EIN:** 943397589

- **Sponsor Address:** 250 VALENCIA STREET, SAN FRANCISCO, CA, 94103

- **Plan Type:** 403(b)

- **Total Participants:** 83

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2025|83|$22.8M|$0|$0|

| 2024|73|$20.8M|$0|$0|

| 2023|76|$17.0M|$0|$0|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|

| 2025|$1,194|—|$1,194|—|—|

| 2024|$914|—|$530|—|—|

| 2023|$380|—|$380|—|—|

## Similar Plans

- [Harbor Day School](https://planprovider.pro/companies/harbor-day-school-403b-plan) — 84 participants

- [Central Valley Opportunity Center, Incorporated](https://planprovider.pro/companies/central-valley-opportunity-center-incorporated-plan) — 84 participants

- [Escuela Bilingue Internacional](https://planprovider.pro/companies/escuela-bilingue-internacional-401k-plan) — 81 participants

- [Phillips Brooks School](https://planprovider.pro/companies/phillips-brooks-school-403b-plan) — 81 participants

- [Gradient Learning](https://planprovider.pro/companies/gradient-learning-401k-plan) — 79 participants

- [St. Paul'S Day School Of Oakland](https://planprovider.pro/companies/st-paul-s-day-school-of-oakland-403b-plan) — 79 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-francisco-friends-school-403b-plan)

© 2026 PlanProvider.Pro