# Urban School Of San Francisco 403(b) Plan
Source: https://planprovider.pro/companies/urban-school-of-san-francisco-403b-plan

> Urban School Of San Francisco's 403(b) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|

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