Plan Snapshot
- Plan Sponsor: Santa Barbara Pension Consultants, INC.
- Sponsor EIN: 770307834
- Sponsor Address: 1129 STATE STREET, SUITE 18, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $1.9M | $9,170 | $52,200 |
| 2024 | 4 | $1.9M | $9,170 | $52,200 |
| 2023 | 4 | $1.7M | $9,140 | $52,954 |
| 2022 | 4 | $1.5M | $9,107 | $48,300 |