# Santa Barbara Orthopedic Associates 401(k) Plan
Source: https://planprovider.pro/companies/santa-barbara-orthopedic-associates-plan

> Santa Barbara Orthopedic Associates's 401(k) plan: 16 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 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|

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