# Santa Rosa Associates, A General Partnership 401(k) Plan
Source: https://planprovider.pro/companies/santa-rosa-associates-a-general-partnership-401k-plan

> Santa Rosa Associates, A General Partnership's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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