# San Luis Capital, INC. 401(k) Plan
Source: https://planprovider.pro/companies/san-luis-capital-inc-401k-plan

> San Luis Capital, INC.'s 401(k) plan: 29 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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