# Santa Cruz Bicycles, INC. 401(k) Plan
Source: https://planprovider.pro/companies/santa-cruz-bicycles-inc-401k-plan

> Santa Cruz Bicycles, INC.'s 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Santa Cruz Bicycles, INC.

- **Sponsor EIN:** 770409360

- **Sponsor Address:** 2841 MISSION STREET, SANTA CRUZ, CA, 95060

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

- **Total Participants:** 262

- **Total Assets:** $22.5M

## 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.|

| 2024|262|$22.5M|$772,807|$1.7M|

| 2023|315|$21.2M|$869,599|$1.7M|

| 2022|359|$16.0M|$725,743|$1.6M|

## 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|

| HUTCHINSON AND BLOODGOOD LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUTCHINSON AND BLOODGOOD LLP](https://planprovider.pro/provider/hutchinson-and-bloodgood-llp) — Auditor

## 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|$70,119|$40,782|$29,337|—|—|

| 2023|$66,450|$41,127|$25,248|—|—|

| 2022|$57,581|$35,578|$22,003|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/santa-cruz-bicycles-inc-401k-plan)

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