Plan Snapshot
- Plan Sponsor: Santa Barbara Advisors, INC.
- Sponsor EIN: 770530176
- Sponsor Address: 5266 HOLLISTER AVE., SUITE 329, SANTA BARBARA, CA, 93111
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 2 | $286,195 | $3,870 | $3,010 |
| 2022 | 3 | $930,894 | $3,010 | $0 |