Plan Snapshot
- Plan Sponsor: San Luis Capital, INC.
- Sponsor EIN: 270071832
- Sponsor Address: 735 TANK FARM RD., STE. 210, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|
| 2025 | 29 | $5.5M | $66,961 | $166,491 |
| 2024 | 26 | $4.4M | $56,757 | $167,944 |
| 2023 | 26 | $3.7M | $35,798 | $121,939 |
| 2022 | 34 | $2.7M | $57,328 | $166,371 |