# The Santa Lucia Preserve Co. 401(k) Plan
Source: https://planprovider.pro/companies/the-santa-lucia-preserve-co-401k-plan

> The Santa Lucia Preserve Co.'s 401(k) plan: 181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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