# San Francisco Opera Association 403(b) Plan
Source: https://planprovider.pro/companies/san-francisco-opera-association-plan-005

> San Francisco Opera Association's 403(b) plan: 832 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 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](https://planprovider.pro/provider/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|—|—|—|

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