Plan Snapshot
- Plan Sponsor: Sfo Forecast, INC.
- Sponsor EIN: 943059401
- Sponsor Address: 496 JEFFERSON STREET, SAN FRANCISCO, CA, 94109
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 228 | $7.4M | $250,286 | $457,548 |
| 2023 | 220 | $6.2M | $195,461 | $430,409 |
| 2022 | 189 | $5.0M | $244,158 | $342,403 |
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 |
|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONRAD | Auditor | $29,510 | — | $29,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,510
- Estimated Expense Ratio: 0.398% 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 | $49,753 | $1,295 | — | $29,510 | — |
| 2023 | $16,843 | $1,043 | — | — | — |
| 2022 | $13,992 | $692 | — | — | — |