The San Francisco Foundation Employees' 401(k) Savings Plan
Sponsored by The San Francisco Foundation · EIN 010679337 · Plan #002
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 105
- With balances
- 155
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,899 |
| Lockbox Sageview Advisor | Investment advisory (plan), Direct payment from the plan | $21,947 |
| Moss Adams | Accounting, Other fees | $0 |