The San Francisco Foundation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The San Francisco Foundation
  • Sponsor EIN: 010679337
  • Sponsor Address: ONE EMBARCADERO CENTER, SUITE 1400, SAN FRANCISCO, CA, 94111
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 106
  • Total Assets: $23.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023106$23.3M$1.4M$1.0M
202298$20.8M$1.3M$882,153

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