Retirement plan

SFMADE 403(B) RETIREMENT PLAN

Name: SFMADE, INC. - SFMADE 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: SFMADE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SFMADE 403(B) RETIREMENT PLAN, SFMADE, INC.

SFMADE, INC.EIN 27-2850703Plan #001PY 2024

150 HOOPER STREET, SUITE 200 - SAN FRANCISCO, CA 94107925-786-3386sfmade.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$190K

No prior year

Total participants

No prior year

Average account balance

$17,274

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 4,455 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,455 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2M3D2G2F2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$83K

$9271 / participant

Other / not subdivided$83K100.0%

% of EOY assets

43.913%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,274

$100,125-82.7%

$81,482-78.8%

$145,978-88.2%

Participation rate

100.0%

74.2%+25.8pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

0.00%

34.44%-34.4pp

24.79%-24.8pp

550.52%-550.5pp

Employer contribution / active EE

$5,067

$2,977+70.2%

$2,463+105.7%

$4,662+8.7%

Participant deferral / active EE

$7,989

$4,609+73.3%

$3,885+105.6%

$6,690+19.4%

Admin fee / account holder

$7,586

$8,198-7.5%

$5,761+31.7%

$13,400-43.4%

SFMADE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SFMADE 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion