Plan Snapshot
- Plan Sponsor: Community Action Commission Of Of Santa Barbar County , INC.
- Sponsor EIN: 952491790
- Sponsor Address: 602 ANACAPA STREET, SANTA BARBARA, CA, 93101
- Plan Type: 403(b)
- Total Participants: 288
- Total Assets: $8.6M
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 | 288 | $8.6M | $20,725 | $35,675 |
| 2023 | 300 | $19.0M | $379,957 | $545,221 |
| 2022 | 281 | $16.9M | $387,389 | $569,475 |
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 |
|---|---|---|---|---|
| HUTCHINSON &N BLOODGOOD | Auditor | — | — | $0 |
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 | — | — | — | — | — |
| 2023 | $60,320 | — | $60,320 | — | — |
| 2022 | $61,098 | — | $61,098 | — | — |