# San Diego Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-san-diego-foundation-403b-plan

> San Diego Foundation's 403(b) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego Foundation

- **Sponsor EIN:** 952942582

- **Sponsor Address:** 2508 HISTORIC DECATUR ROAD SUITE 20, SAN DIEGO, CA, 921066138

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

- **Total Participants:** 116

- **Total Assets:** $20.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|116|$20.5M|$1.4M|$1.2M|

| 2023|103|$15.4M|$1.2M|$974,863|

| 2022|127|$10.9M|$885,443|$748,182|

## 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|

| BAKER TILLY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY, LLP](https://planprovider.pro/provider/baker-tilly-us-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|$34,688|$10,000|—|—|—|

| 2023|$40,482|$10,000|—|—|—|

| 2022|—|—|—|—|—|

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