Plan Snapshot
- Plan Sponsor: Laguna Blanca School
- Sponsor EIN: 951641448
- Sponsor Address: 4125 PALOMA DRIVE, SANTA BARBARA, CA, 93110
- Plan Type: 403(b)
- Total Participants: 225
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $17.3M | $486,539 | $417,412 |
| 2023 | 171 | $15.1M | $436,335 | $313,946 |
| 2022 | 165 | $12.8M | $402,238 | $319,007 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,178 | — | $22,178 | — | — |
| 2023 | $17,920 | — | $17,920 | — | — |
| 2022 | $24,712 | $2,975 | $21,737 | — | — |