# Santa Barbara Graduate School, INC. Dba Pacifica Graduate Institute 401(k) Plan
Source: https://planprovider.pro/companies/santa-barbara-graduate-school-401k-plan

> Santa Barbara Graduate School, INC. Dba Pacifica Graduate Institute's 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## 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|

| NFP RETIREMENT INC|ADVISOR|$39,008|—|$39,008|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$38,014|—|$38,014|

| HEDMAN PARTNERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HEDMAN PARTNERS LLP](https://planprovider.pro/provider/hedman-partners-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,022

- **Estimated Expense Ratio:** 0.430% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/santa-barbara-graduate-school-401k-plan)

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