# The San Francisco Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-san-francisco-foundation-plan

> The San Francisco Foundation's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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)

- **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

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

| 2024|106|$23.3M|$0|$0|

| 2023|98|$20.8M|$0|$0|

## 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|

| MOSS ADAMS, LLP|Auditor|$19,110|—|$19,110|

### Verified Provider Profiles

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

- [MOSS ADAMS, LLP](https://planprovider.pro/provider/milliman) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,110

- **Estimated Expense Ratio:** 0.082% 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|$52,598|$10,813|$22,675|$19,110|—|

| 2023|$76,095|$21,295|$38,600|—|$16,200|

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