Plan Snapshot
- Plan Sponsor: Rancho Santa Fe Association
- Sponsor EIN: 951132930
- Sponsor Address: 6046 EL TORDO, RANCHO SANTA FE, CA, 92067
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|
| 2023 | 134 | $8.3M | $605,366 | $696,537 |
| 2022 | 131 | $6.7M | $577,279 | $647,010 |