# Santa Barbara Botanic Garden DC Plan
Source: https://planprovider.pro/companies/santa-barbara-botanic-garden-plan

> Santa Barbara Botanic Garden's DC plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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