Plan Snapshot
- Plan Sponsor: Training Trust Committee, San Francisco Electrical Industry
- Sponsor EIN: 946061905
- Sponsor Address: 720 MARKET ST STE 700, SAN FRANCISCO, CA, 94102
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 108
- Total Assets: $25.9M
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 | 108 | $25.9M | $2.2M | $0 |
| 2023 | 174 | $24.4M | $2.4M | $585,507 |
| 2022 | 226 | $23.7M | $2.4M | $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 |
|---|---|---|---|---|
| E.I.S.B., INC. | Other Service Provider | $767,129 | — | $767,129 |
| EMPLOYEE 03 | Recordkeeper | $249,020 | — | $249,020 |
| EMPLOYEE 09 | Recordkeeper | $233,661 | — | $233,661 |
| EMPLOYEE 06 | Recordkeeper | $219,337 | — | $219,337 |
| EMPLOYEE 15 | Recordkeeper | $219,337 | — | $219,337 |
| EMPLOYEE 12 | Recordkeeper | $199,605 | — | $199,605 |
| EMPLOYEE 08 | Recordkeeper | $126,727 | — | $126,727 |
| EMPLOYEE 05 | Recordkeeper | $98,953 | — | $98,953 |
| EMPLOYEE 14 | Recordkeeper | $90,597 | — | $90,597 |
| FAIRMONT SAN FRANCISCO | Other Service Provider | $89,474 | — | $89,474 |
| ELECTRICAL TRAINING ALLIANCE | Other Service Provider | $55,987 | — | $55,987 |
| EMPLOYEE 13 | Recordkeeper | $48,197 | — | $48,197 |
| EMPLOYEE 01 | Recordkeeper | $47,538 | — | $47,538 |
| STRATEGY WORKPLACE COMMUNICATIONS | Other Service Provider | $44,392 | — | $44,392 |
| EMPLOYEE 10 | Recordkeeper | $42,957 | — | $42,957 |
| EMPLOYEE 04 | Recordkeeper | $42,552 | — | $42,552 |
| EMPLOYEE 02 | Recordkeeper | $42,373 | — | $42,373 |
| EMPLOYEE 07 | Recordkeeper | $41,990 | — | $41,990 |
| EMPLOYEE 11 | Recordkeeper | $40,473 | — | $40,473 |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | Other Service Provider | $30,870 | — | $30,870 |
| TELUS HEALTH LTD | Other Service Provider | $12,674 | — | $12,674 |
| MILLER KAPLAN ARASE LLP | Auditor | $12,400 | — | $12,400 |
| PROTECH SKILLS INSTITUTE | Other Service Provider | $8,720 | — | $8,720 |
| WHEELER SONOMA PRINTERS | Other Service Provider | $6,094 | — | $6,094 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $5,518 | $5,518 |
| ALAN BILLER AND ASSOCIATES | ERISA Attorney | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE 03 — Recordkeeper
- EMPLOYEE 09 — Recordkeeper
- EMPLOYEE 06 — Recordkeeper
- EMPLOYEE 15 — Recordkeeper
- EMPLOYEE 12 — Recordkeeper
- EMPLOYEE 08 — Recordkeeper
- EMPLOYEE 05 — Recordkeeper
- EMPLOYEE 14 — Recordkeeper
- EMPLOYEE 13 — Recordkeeper
- EMPLOYEE 01 — Recordkeeper
- EMPLOYEE 10 — Recordkeeper
- EMPLOYEE 04 — Recordkeeper
- EMPLOYEE 02 — Recordkeeper
- EMPLOYEE 07 — Recordkeeper
- EMPLOYEE 11 — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
- ALAN BILLER AND ASSOCIATES — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,781,575
- Estimated Expense Ratio: 10.754% 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 | $4,244,392 | $5,000 | — | $12,400 | — |
| 2023 | $4,826,088 | $5,000 | — | $11,900 | — |
| 2022 | $4,194,491 | $5,000 | — | — | $282,711 |