Plan Ledger DOL Form 5500 · updated monthly

Bar Association of San Francisco401(k)

BASF AND JDC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bar Association of San Francisco reported $48,697 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,635 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.41% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 4,141st-largest of 9,483 plans among California employers on file, and the 1,212th of 3,341 in other services. In 2024, employees put in $3.60 for every $1.00 the employer contributed; active participation has grown from 129 to 142 since 2022.

Plan summary
Net assets, end of year$16,496,007
Participants with balances195
Active participants142
Employer contributions$232,211
Employee contributions$836,506
Employer contribution per active participant$1,635
Average account balance$84,595
Benefits paid to participants$1,029,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 195 accts · $232K emplr
2023$14.4M · 185 accts · $234K emplr
2022$12.9M · 151 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,697
Investment management$10,000
Total administrative$48,697
The Bar Association of San Francisco 401(k) match · 2024
Employer contribution per active participant$1,635
Median for plans this size$2,416
2024$1,635 per active participant
2023$1,860 per active participant
2022$1,598 per active participant

Bar Association of San Francisco's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,697
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$10,000
MOSS-ADAMS LLP · Accounting / auditindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$48,697 · 0.32%
2023$50,277 · 0.37%
2022$59,570 · 0.41%
Same employer
Similar plansOther Services · California
The King's Academy CA$17.3M · 0.31%
Sharjo, Inc. CA$17.3M · 0.00%
Chinatown Service Centers CA$17.2M · 0.21%
Happy Money, Inc. CA$17.0M · 0.61%
Room to Read CA$15.9M · 0.03%
California Society of Cpas CA$15.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940304950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.