Plan Snapshot
- Plan Sponsor: Tenderloin Housing Clinic, INC.
- Sponsor EIN: 942681706
- Sponsor Address: 126 HYDE STREET, SAN FRANCISCO, CA, 94102
- Plan Type: DC
- Plan Number: 001
- Total Participants: 367
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 367 | $5.9M | $0 | $440,381 |
| 2023 | 346 | $5.2M | $270,909 | $385,704 |
| 2022 | 352 | $4.4M | $460,740 | $310,533 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Other Service Provider | $29,203 | — | $29,203 |
| CETERA INVESTMENT ADVISERS LLC | Investment Advisor | $27,727 | — | $27,727 |
| PEERY & ASSOCIATES, INC. | Recordkeeper | $8,875 | — | $8,875 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,805
- Estimated Expense Ratio: 1.119% 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 | $37,595 | — | — | — | — |
| 2023 | $28,558 | $28,558 | — | — | — |
| 2022 | $44,959 | $44,959 | — | — | — |