# Saticoy Lemon Association 401(k) Plan
Source: https://planprovider.pro/companies/saticoy-lemon-association-401k-plan

> Saticoy Lemon Association's 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saticoy Lemon Association

- **Sponsor EIN:** 951193510

- **Sponsor Address:** 103 N PECK RD, SANTA PAULA, CA, 93060

- **Plan Type:** 401(k)

- **Total Participants:** 232

- **Total Assets:** $20.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|232|$20.0M|$658,207|$856,059|

| 2023|253|$18.1M|$613,605|$745,403|

| 2022|270|$15.8M|$683,009|$771,457|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## 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|$59,949|$11,657|$48,292|—|—|

| 2023|$56,803|—|$56,803|—|—|

| 2022|$53,408|—|$53,408|—|—|

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