Plan Snapshot
- Plan Sponsor: Santa Cruz County Bank
- Sponsor EIN: 134265907
- Sponsor Address: 75 RIVER STREET, SANTA CRUZ, CA, 95060
- Plan Type: DC
- Total Participants: 220
- Total Assets: $18.8M
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 | 220 | $18.8M | $433,474 | $1.5M |
| 2023 | 160 | $12.4M | $367,540 | $1.3M |
| 2022 | 164 | $10.1M | $301,058 | $1.0M |
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 |
|---|---|---|---|---|
| CROWE 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 | $34,668 | — | — | — | — |
| 2023 | $21,891 | — | — | — | — |
| 2022 | $19,389 | — | — | — | — |