Plan Snapshot
- Plan Sponsor: Sombrilla Management, LLC
- Sponsor EIN: 202999379
- Sponsor Address: 1825 BALLARD CYN, SOLVANG, CA, 93463
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $6.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 49 | $6.5M | $148,633 | $332,048 |
| 2023 | 67 | $5.6M | $156,272 | $396,888 |
| 2022 | 69 | $3.9M | $132,186 | $332,947 |
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