# Santa Catalina Island Conservancy 401(k) Plan
Source: https://planprovider.pro/companies/santa-catalina-island-conservancy-401k-plan

> Santa Catalina Island Conservancy's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Catalina Island Conservancy

- **Sponsor EIN:** 237228407

- **Sponsor Address:** PO BOX 2739, AVALON, CA, 907042739

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

- **Total Participants:** 110

- **Total Assets:** $13.8M

## 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|110|$13.8M|$565,158|$529,035|

| 2023|135|$12.0M|$496,365|$489,197|

| 2022|99|$10.0M|$366,411|$448,933|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

## 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|$3,016|—|—|—|—|

| 2023|$1,207|—|—|—|—|

| 2022|$962|—|—|—|—|

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