Plan Snapshot
- Plan Sponsor: The Santa Lucia Preserve Co.
- Sponsor EIN: 261261408
- Sponsor Address: 61 RANCHO SAN CARLOS ROAD, CARMEL, CA, 93923
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $8.4M
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 | 181 | $8.4M | $338,455 | $651,413 |
| 2023 | 176 | $7.8M | $314,514 | $544,268 |
| 2022 | 172 | $7.8M | $244,678 | $431,061 |
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 |
|---|---|---|---|---|
| ELSNER & ELSNER, LLP | 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 | $47,060 | $38,461 | — | — | — |
| 2023 | $25,425 | $19,939 | — | — | — |
| 2022 | $46,160 | $39,328 | $6,832 | — | — |