Plan Snapshot
- Plan Sponsor: Santa Barbara Orthopedic Associates
- Sponsor EIN: 952758681
- Sponsor Address: 2324 BATH ST., 2ND FLOOR, SANTA BARBARA, CA, 93105
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 16 | $6.6M | $250,291 | $22,557 |
| 2023 | 16 | $5.8M | $284,776 | $18,990 |
| 2022 | 16 | $5.5M | $269,137 | $27,940 |