# Sb Architects 401(k) Plan
Source: https://planprovider.pro/companies/sb-architects-401k-plan

> Sb Architects's 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sb Architects

- **Sponsor EIN:** 941723964

- **Sponsor Address:** 415 JACKSON ST SUITE 100, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 74

- **Total Assets:** $13.4M

## 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.|

| 2024|74|$13.4M|$90,594|$1.0M|

| 2023|96|$12.8M|$154,286|$1.1M|

| 2022|90|$10.7M|$223,647|$941,680|

## 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|

| PLANCHEC(K) CPA'S|Auditor|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANCHEC(K) CPA'S](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,000

- **Estimated Expense Ratio:** 0.060% 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|$62,497|$32,626|—|$8,000|—|

| 2023|$49,055|$27,694|—|—|—|

| 2022|$41,197|$27,302|$13,737|—|—|

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