Plan Snapshot
- Plan Sponsor: Santa Rosa Associates, A General Partnership
- Sponsor EIN: 770069344
- Sponsor Address: 921 OAK PARK BLVD., SUITE 204, PISMO BEACH, CA, 93449
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $18.0M
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 | 47 | $18.0M | $595,714 | $351,828 |
| 2023 | 47 | $15.8M | $459,918 | $340,370 |
| 2022 | 40 | $16.3M | $440,637 | $283,402 |