Plan Snapshot
- Plan Sponsor: San Francisco Opera Association
- Sponsor EIN: 940836240
- Sponsor Address: 301 VAN NESS AVE, SAN FRANCISCO, CA, 94102
- Plan Type: DC
- Total Participants: 445
- Total Assets: $40.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 445 | $40.5M | $773,936 | $0 |
| 2023 | 114 | $37.2M | $829,664 | $0 |
| 2022 | 106 | $32.4M | $615,709 | $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 |
|---|---|---|---|---|
| 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 | $3,278 | $3,103 | — | — | — |
| 2023 | $5,241 | $5,128 | — | — | — |
| 2022 | $7,019 | $6,969 | — | — | — |