Plan Snapshot
- Plan Sponsor: University Of San Francisco
- Sponsor EIN: 941156628
- Sponsor Address: 2130 FULTON STREET, SAN FRANCISCO, CA, 941171050
- Plan Type: DC
- Total Participants: 2,740
- Total Assets: $468.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,740 | $468.2M | $16.4M | $0 |
| 2023 | 2,828 | $418.8M | $15.7M | $0 |
| 2022 | 1,757 | $361.0M | $15.2M | $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 |
|---|---|---|---|---|
| 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: 0.004% 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 | $228,852 | $42,435 | $1,290 | $20,373 | — |
| 2023 | $225,104 | $46,448 | $3,483 | $24,675 | — |
| 2022 | $233,640 | $44,435 | — | — | $31,971 |