San Francisco Opera Defined Contribution Plan
Sponsored by San Francisco Opera Association · EIN 940836240 · Plan #003
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 445
- With balances
- 438
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $175 |