Retirement plan

BASF AND JDC 401(K) PLAN.

Name: BAR ASSOCIATION OF SAN FRANCISCO - BASF AND JDC 401(K) PLAN. (2024) Form 5500
Creator: BAR ASSOCIATION OF SAN FRANCISCO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BASF AND JDC 401(K) PLAN., BAR ASSOCIATION OF SAN FRANCISCO

BAR ASSOCIATION OF SAN FRANCISCOEIN 94-0304950Plan #001PY 2024

50 FREMONT STREET, SUITE 1700 - SAN FRANCISCO, CA 94105415-982-1600sfbar.orgLinkedIn51-200 employeeslegal services

Prospect flagsFailed to provide benefit

How to read this page

Total assets (EOY)

$16.5M

+14.6% from 2023

Total participants

209

+8.3% from 2023

Average account balance

$84,595

+8.7% from 2023

Annual return

14.32%

-2.06 pp from 2023

Benchmarks

See 2,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,058 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$85K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

195

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$250

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$38,697
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 · EIN 33-0818667	Advisory (Plan)	$10,000
MOSS ADAMS LLP10+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318	Accounting	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.

Expense breakdown

Schedule H Part II

Admin total

$49K

$343 / participant

Recordkeeping$39K79.5%
Investment mgmt$10K20.5%

% of EOY assets

0.295%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,595

$60,393+40.1%

$81,820+3.4%

$74,429+13.7%

Participation rate

90.1%

62.9%+27.2pp

72.4%+17.8pp

67.2%+22.9pp

Annual return

14.32%

16.89%-2.6pp

777.93%-763.6pp

1368.38%-1354.1pp

Employer contribution / active EE

$1,635

$2,626-37.7%

$2,915-43.9%

$2,625-37.7%

Participant deferral / active EE

$5,891

$3,397+73.4%

$4,323+36.3%

$4,348+35.5%

Admin fee / account holder

$250

$1,491-83.2%

$7,391-96.6%

$1,944-87.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$38,697

SAGEVIEW ADVISORY GROUP, LLC10+ years

Service code 27 · EIN 33-0818667

Advisory (Plan)

$10,000

MOSS ADAMS LLP10+ years

Filed as: MOSS-ADAMS LLP

Service code 10 · EIN 91-0189318

Accounting

BASF AND JDC 401(K) PLAN.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BASF AND JDC 401(K) 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