Plan Snapshot
- Plan Sponsor: Partners Fund, INC.
- Sponsor EIN: 874809471
- Sponsor Address: 1485 EAST VALLEY ROAD, STE. F, SANTA BARBARA, CA, 93108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 16
- Total Assets: $2.0M
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 | 16 | $2.0M | $275,308 | $142,831 |
| 2023 | 17 | $2.1M | $217,856 | $152,276 |
| 2022 | 17 | $2.1M | $86,977 | $23,567 |
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