# Santa Barbara Pension Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santa-barbara-pension-consultants-inc-401k-plan

> Santa Barbara Pension Consultants, INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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