Plan Snapshot
- Plan Sponsor: University Of San Francisco
- Sponsor EIN: 941156628
- Sponsor Address: 2130 FULTON STREET, SAN FRANCISCO, CA, 94117
- Plan Type: 403(b)
- Total Participants: 2,804
- Total Assets: $374.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,804 | $374.1M | $0 | $14.3M |
| 2023 | 2,893 | $338.7M | $18,674 | $13.6M |
| 2022 | 1,726 | $299.2M | $0 | $12.8M |
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 US, LLP | Auditor | $20,373 | — | $20,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $20,373
- Estimated Expense Ratio: 0.005% 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 | $187,359 | $35,998 | — | $20,373 | — |
| 2023 | $179,813 | $36,642 | $22 | $19,740 | — |
| 2022 | $195,611 | $36,235 | — | — | $32,941 |