Plan Snapshot
- Plan Sponsor: Santa Barbara Botanic Garden
- Sponsor EIN: 951644628
- Sponsor Address: 1212 MISSION CANYON ROAD, SANTA BARBARA, CA, 93105
- Plan Type: DC
- Total Participants: 87
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 87 | $4.4M | $171,530 | $398,173 |
| 2023 | 78 | $3.6M | $152,994 | $322,121 |
| 2022 | 121 | $2.8M | $123,727 | $274,613 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDG-CPSS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,783 | $20,378 | $4,405 | — | — |
| 2023 | $18,004 | $15,872 | $2,132 | — | — |
| 2022 | — | — | — | — | — |