Plan Snapshot
- Plan Sponsor: Santa Barbara Graduate School, INC. Dba Pacifica Graduate Institute
- Sponsor EIN: 770119973
- Sponsor Address: 249 LAMBERT RD, CARPINTERIA, CA, 93013
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 364 | $17.9M | $77,974 | $880,076 |
| 2023 | 282 | $15.7M | $67,084 | $790,259 |
| 2022 | 321 | $13.2M | $70,625 | $785,980 |
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 |
|---|---|---|---|---|
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — Auditor
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 | $77,721 | $39,707 | — | — | — |
| 2023 | $37,304 | $11,435 | — | — | — |
| 2022 | $35,635 | $32,820 | $2,815 | — | — |