# The Bay School Of San Francisco 403(b) Plan
Source: https://planprovider.pro/companies/the-bay-school-of-san-francisco-403b-plan

> The Bay School Of San Francisco's 403(b) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bay School Of San Francisco

- **Sponsor EIN:** 943266229

- **Sponsor Address:** 35 KEYES AVENUE, SAN FRANCISCO, CA, 94129

- **Plan Type:** 403(b)

- **Total Participants:** 94

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|94|$22.8M|$678,216|$1.3M|

| 2023|103|$19.9M|$699,782|$1.3M|

| 2022|98|$16.0M|$597,177|$1.1M|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$217|—|$217|—|—|

| 2023|$150|—|$150|—|—|

| 2022|$125|—|$125|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-bay-school-of-san-francisco-403b-plan)

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