Plan Snapshot
- Plan Sponsor: San Francisco Opera Association
- Sponsor EIN: 940836240
- Sponsor Address: 301 VAN NESS AVENUE, SAN FRANCISCO, CA, 94102
- Plan Type: 403(b)
- Total Participants: 832
- Total Assets: $21.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 832 | $21.7M | $5,569 | $3.5M |
| 2023 | 834 | $16.5M | $55 | $3.2M |
| 2022 | 829 | $11.4M | $525 | $3.0M |
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 | $3,608 | — | $3,608 |
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: $3,608
- Estimated Expense Ratio: 0.017% 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 | $6,677 | $2,281 | — | $3,608 | — |
| 2023 | $2,628 | $2,222 | — | — | — |
| 2022 | $2,412 | $2,099 | — | — | — |