Plan Ledger DOL Form 5500 · updated monthly

San Francisco Aids Foundation403(b)

SAN FRANCISCO AIDS FOUNDATION 403(B) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

San Francisco Aids Foundation reported $6,843 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,329 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 rose from 0.03% to 0.05%. 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 4,317th-largest of 9,483 plans among California employers on file, and the 1,263rd of 3,341 in other services. In 2024, employees put in $3.36 for every $1.00 the employer contributed; active participation has shrunk from 190 to 168 since 2022.

Plan summary
Net assets, end of year$15,512,004
Participants with balances282
Active participants168
Employer contributions$391,311
Employee contributions$1,314,562
Employer contribution per active participant$2,329
Average account balance$55,007
Benefits paid to participants$1,783,121
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH + BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 282 accts · $391K emplr
2023$13.8M · 295 accts · $404K emplr
2022$12.9M · 294 accts · $365K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,843
Total administrative$6,843
Employer contributions to the San Francisco Aids Foundation plan · 2024
Employer contribution per active participant$2,329
Median for plans this size$2,416
2024$2,329 per active participant
2023$2,052 per active participant
2022$1,921 per active participant

San Francisco Aids Foundation'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$6,843
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)indirect 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$6,843 · 0.05%
2023$4,490 · 0.03%
2022$4,787 · 0.03%
Same employer
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Room to Read CA$15.9M · 0.03%
California Society of Cpas CA$15.5M · 0.38%
Balt USA, LLC CA$15.5M · 0.56%
Team San Jose CA$14.6M · 0.33%
Hk Enterprises, Inc. CA$14.6M · 0.14%
Unico Mechanical Corp. CA$14.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942927405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.