What public Form 5500 filings show about the The San Francisco Foundation 401(k) plan — and how to find and check your own account.
The San Francisco Foundation (EIN 01-0679337) reports THE SAN FRANCISCO FOUNDATION EMPLOYEES' 401(K) SAVINGS PLAN on its most recent Form 5500, with $23.3M in plan assets across 106 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The San Francisco Foundation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The San Francisco Foundation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, MOSS ADAMS, C-BEN GROUP.
