# Montecito Retirement Association D/B/A Casa Dorinda 403(b) Plan
Source: https://planprovider.pro/companies/montecito-retirement-association-d-b-a-casa-dorinda-403b-plan

> Montecito Retirement Association D/B/A Casa Dorinda's 403(b) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montecito Retirement Association D/B/A Casa Dorinda

- **Sponsor EIN:** 237425754

- **Sponsor Address:** 300 HOT SPRINGS RD, SANTA BARBARA, CA, 93108

- **Plan Type:** 403(b)

- **Total Participants:** 325

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|325|$22.8M|$988,925|$823,275|

| 2023|310|$20.9M|$837,842|$723,318|

| 2022|253|$18.5M|$786,160|$722,360|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$74,775|—|$74,775|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$48,597|—|$48,597|

| BARTLETT, PRINGLE & WOLF LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,372

- **Estimated Expense Ratio:** 0.541% of plan assets

### 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|$130,717|$82,120|—|—|—|

| 2023|$184,240|$135,524|—|—|—|

| 2022|$195,280|$74,389|$120,891|—|—|

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