# Santa Barbara Masonry Local 5 Pension Plan DC Plan
Source: https://planprovider.pro/companies/santa-barbara-masonry-local-5-pension-plan-plan

> Santa Barbara Masonry Local 5 Pension Plan's DC plan: 188 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 Masonry Local 5 Pension Plan

- **Sponsor EIN:** 956332744

- **Sponsor Address:** P.O. BOX 430, WEST COVINA, CA, 917930430

- **Plan Type:** DC

- **Total Participants:** 188

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|188|$4.5M|$7,181|$0|

| 2023|254|$5.4M|$20,105|$0|

| 2022|299|$5.4M|$224,872|$0|

## 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|

| MCGOWAN GUNTERMANN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCGOWAN GUNTERMANN](https://planprovider.pro/provider/mcgowan-guntermann) — 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|$86,138|$38,064|$21,048|—|—|

| 2023|$71,787|$28,176|$19,852|—|—|

| 2022|$98,455|$42,422|$19,591|—|—|

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