Plan Snapshot
- Plan Sponsor: Mission Wealth Management, L.P.
- Sponsor EIN: 823762916
- Sponsor Address: 1111 CHAPALA STREET, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $23.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 135 | $23.4M | $1.3M | $1.6M |
| 2023 | 106 | $18.1M | $1.1M | $1.4M |
| 2022 | 87 | $13.1M | $803,917 | $1.1M |