Plan Snapshot
- Plan Sponsor: University Of San Francisco
- Sponsor EIN: 941156628
- Sponsor Address: 2130 FULTON STREET, SAN FRANCISCO, CA, 94117
- Plan Type: 401(k)
- Plan Number: 515
- Total Participants: 932
- Total Assets: $10.8M
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 | 932 | $10.8M | $412,599 | $260,966 |
| 2023 | 948 | $9.4M | $433,202 | $245,309 |
| 2022 | 928 | $7.8M | $394,132 | $223,944 |
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 |
|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | Other Service Provider | $42,686 | — | $42,686 |
| TIAA | Recordkeeper | $7,688 | — | $7,688 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,374
- Estimated Expense Ratio: 0.468% 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 | $50,374 | — | — | — | — |
| 2023 | $61,260 | — | $61,260 | — | — |
| 2022 | $57,717 | — | $57,717 | — | — |