Department of Labor filing

THE SAN FRANCISCO FOUNDATION

THE SAN FRANCISCO FOUNDATION EMPLOYEES' 401(K) SAVINGS PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$12,392

Reported employer contributions per active participant.

Higher than about 93% of comparable plans

#People in the filing

105

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$527 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 3% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense3rd percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, THE SAN FRANCISCO FOUNDATION reported $1,301,147 in employer contributions across the plan and 105 active participants. That works out to $12,392 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 11.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,301,147
Participant contributions: $1,149,970
Other contributions: $395,256
Employer share of reported contributions: 53.1%
Beginning assets: $23,306,518
Ending assets: $28,779,046
Ending net assets: $28,779,046
Ending liabilities: $0
Total income: $6,146,028
Total expenses: $668,013
Administrative expenses: $85,355
Participant loans: $267,210

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$12,768

2023

$13,088

2024

$12,392

Plan-paid administrative expenses per participant

2022

$473

2023

$308

2024

$527

Active participants

2022

2023

106

2024

105

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$12,392	105	28.8M	20260415095310NAL0023315811001
2023	$13,088	106	23.3M	20250415102904NAL0001429683001
2022	$12,768	98	20.8M	20240415144104NAL0001546867002

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 010679337-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1997
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20260415095310NAL0023315811001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗