# Sfo Forecast, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sfo-forecast-inc-401k-plan

> Sfo Forecast, INC.'s 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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