San Francisco Ladies' Protection and Relief Society 401(k) match, vesting and fees
What San Francisco Ladies' Protection and Relief Society's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly, US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| San Francisco Ladies' Protection and Relief Society: employer contribution per participant | $1,957 | |
| Peer median | $1,468 |
| San Francisco Ladies' Protection and Relief Society: average balance | $36,591 | |
| Peer median | $37,786 |
| San Francisco Ladies' Protection and Relief Society: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.7M at the end of plan year 2021 to $5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 138 | $5M | $270K | $1,957 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 121 | $4.4M | $183K | $1,540 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 137 | $4.8M | $198K | $1,442 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 137 | $5.7M | $178K | $1,302 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does San Francisco Ladies' Protection and Relief Society match 401(k) contributions?
The match terms for the The Heritage 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $270K in employer contributions, about $1,957 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Francisco Ladies' Protection and Relief Society 401(k) match vested?
The vesting schedule for the The Heritage 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Francisco Ladies' Protection and Relief Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Co.. The plan administrator is San Francisco Ladies' Protection and Relief Society.
I left San Francisco Ladies' Protection and Relief Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Francisco Ladies' Protection and Relief Society, (415) 202-0300) or the recordkeeper, Empower Annuity Insurance Co.. The San Francisco Ladies' Protection and Relief Society old 401(k) page lists the contacts from every plan filing. Find an old San Francisco Ladies' Protection and Relief Society 401(k)
Data from the public Form 5500 annual reports San Francisco Ladies' Protection and Relief Society filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with San Francisco Ladies' Protection and Relief Society. Not financial advice. Report a correction · Methodology