AUMdb

San Francisco Electrical Workers Retirement Savings Plan

Sponsored by Board Of Trustees, San Francisco Electrical Workers · EIN 946062674 · Plan #002

Total assets
$670M
Net assets
$561M
Active participants
1,920
With balances
3,103

Plan year beginning 01/01/2024 · 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
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $766,319
E.I.S.B., Inc. Plan administrator, Direct payment from the plan $273,127
Alan Biller & Associates Consulting (general), Direct payment from the plan $54,000
David Crutcher Legal, Direct payment from the plan $27,186
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $24,150
Stephen Horn Insurance Services Insurance services $0