Santa Cruz Westside Electric, INC. Dba Sandbar 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Santa Cruz Westside Electric, INC. Dba Sandbar
  • Sponsor EIN: 412162658
  • Sponsor Address: 2656 MISSION STREET, SANTA CRUZ, CA, 950605703
  • Plan Type: 401(k)
  • Total Participants: 57
  • Total Assets: $3.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202457$3.4M$367,278$259,046
202348$2.5M$230,637$177,733
202255$1.9M$89,625$161,935

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