Plan Snapshot
- Plan Sponsor: Jacob Stern & Sons, INC.
- Sponsor EIN: 232150415
- Sponsor Address: 1464 E VALLEY RD, SANTA BARBARA, CA, 931081241
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 14
- Total Assets: $2,975
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 14 | $2,975 | $0 | $0 |
| 2024 | 16 | $34,279 | $0 | $34,279 |
| 2023 | 25 | $46,800 | $0 | $44,005 |
| 2022 | 28 | $52,873 | $0 | $45,366 |