Plan Snapshot
- Plan Sponsor: San Francisco University High School
- Sponsor EIN: 237313754
- Sponsor Address: 3065 JACKSON STREET, SAN FRANCISCO, CA, 941151022
- Plan Type: 403(b)
- Total Participants: 128
- Total Assets: $54.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 128 | $54.5M | $1.0M | $1.2M |
| 2023 | 119 | $50.6M | $948,692 | $1.1M |
| 2022 | 159 | $43.7M | $1.0M | $1.2M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $44,525 | — | $44,525 |
| MULTNOMAH GROUP, INC. | ADVISOR | $27,000 | — | $27,000 |
| HOOD & STRONG LLP | AUDITOR | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- MULTNOMAH GROUP, INC. — ADVISOR
- HOOD & STRONG LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,025
- Estimated Expense Ratio: 0.151% 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 | $85,015 | — | $83,796 | — | — |
| 2023 | $61,352 | — | $60,315 | — | — |
| 2022 | $58,676 | $957 | $57,719 | — | — |