Plan Snapshot
- Plan Sponsor: Urban School Of San Francisco
- Sponsor EIN: 941622034
- Sponsor Address: 1563 PAGE STREET, SAN FRANCISCO, CA, 94117
- Plan Type: 403(b)
- Total Participants: 97
- Total Assets: $42.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 97 | $42.4M | $644,314 | $1.3M |
| 2023 | 100 | $37.4M | $627,574 | $1.3M |
| 2022 | 100 | $31.3M | $548,740 | $1.1M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT, INC. | ADVISOR | $15,000 | — | $15,000 |
| FLEXPATH STRATEGIES, LLC | ADVISOR | $14,073 | — | $14,073 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT, INC. — ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,073
- Estimated Expense Ratio: 0.069% 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 | $29,398 | — | $15,325 | — | — |
| 2023 | $45,343 | — | $35,025 | — | — |
| 2022 | $19,990 | $6,756 | $13,234 | — | — |