# Santa Barbara Museum Of Natural History 401(k) Plan
Source: https://planprovider.pro/companies/santa-barbara-museum-of-natural-history-401k-plan

> Santa Barbara Museum Of Natural History's 401(k) plan: 65 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 Museum Of Natural History

- **Sponsor EIN:** 951643378

- **Sponsor Address:** 2559 PUESTA DEL SOL, SANTA BARBARA, CA, 93105

- **Plan Type:** 401(k)

- **Total Participants:** 65

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|65|$7.9M|$111,046|$382,319|

| 2023|70|$7.5M|$113,962|$434,475|

| 2022|121|$6.9M|$101,899|$381,313|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$30,493|—|$30,493|—|—|

| 2023|$27,531|$27,531|—|—|—|

| 2022|—|—|—|—|—|

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