Plan Snapshot
- Plan Sponsor: San Francisco Spca
- Sponsor EIN: 940836580
- Sponsor Address: 201 ALABAMA STREET, SAN FRANCISCO, CA, 941034217
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 594
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 594 | $31.0M | $0 | $0 |
| 2024 | 360 | $26.4M | $604,030 | $2.3M |
| 2023 | 304 | $23.5M | $552,488 | $2.0M |
| 2022 | 278 | $19.4M | $507,858 | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $44,135 | — | $44,135 |
| NEWFRONT RETIREMENT SERVICES INC | Investment Advisor | $43,659 | — | $43,659 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,794
- Estimated Expense Ratio: 0.284% 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 |
|---|---|---|---|---|---|
| 2025 | $3,676,489 | $43,659 | — | — | — |
| 2024 | $93,882 | $43,540 | — | — | — |
| 2023 | $82,512 | $37,036 | — | — | — |
| 2022 | $95,980 | — | — | — | — |