Plan Snapshot
- Plan Sponsor: Woods Bagot Architects PC
- Sponsor EIN: 262993497
- Sponsor Address: 128 SPEAR STREET, SAN FRANCISCO, CA, 94105
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 98 | $11.4M | $370,585 | $1.2M |
| 2023 | 104 | $9.5M | $515,181 | $1.1M |
| 2022 | 85 | $8.3M | $425,772 | $735,222 |
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 |
|---|---|---|---|---|
| FRANK, RIMMERMAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMMERMAN & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,249 | — | $41,584 | — | — |
| 2023 | $21,665 | — | $21,665 | — | — |
| 2022 | $28,720 | — | — | — | — |