# Training Trust Committee, San Francisco Electrical Industry Health & Welfare Plan Source: https://planprovider.pro/companies/training-trust-committee-san-francisco-electrical-industry-946061905-502 > Training Trust Committee, San Francisco Electrical Industry's Health & Welfare plan: 108 participants, plan year 2024 financials, providers, and benchmarks f… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 09](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 06](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 15](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 12](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 08](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 05](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 14](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 13](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 01](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 10](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 04](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 02](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 07](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [EMPLOYEE 11](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor - [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — Investment Advisor - [ALAN BILLER AND ASSOCIATES](https://planprovider.pro/provider/trucker-huss-apc) — 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| ## Similar Plans - 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