# Santa Cruz County Bank DC Plan
Source: https://planprovider.pro/companies/santa-cruz-county-bank-plan-001

> Santa Cruz County Bank's DC plan: 220 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 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|

| CBIZ|NONE|$32,558|—|$32,558|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,558

- **Estimated Expense Ratio:** 0.173% of plan assets

### 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|—|—|—|—|

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