# The Santaluz Club, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-santaluz-club-inc-401k-plan

> The Santaluz Club, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Santaluz Club, INC.

- **Sponsor EIN:** 330941366

- **Sponsor Address:** 8170 CAMINITO SANTALUZ EAST, SAN DIEGO, CA, 92127

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

- **Total Participants:** 128

- **Total Assets:** $6.8M

## 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|128|$6.8M|$126,403|$413,276|

| 2023|120|$5.7M|$116,863|$324,925|

| 2022|124|$4.5M|$105,969|$302,559|

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$10,922|—|$10,922|

| EGAN & EGAN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,922

- **Estimated Expense Ratio:** 0.160% of plan assets

### 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|$10,922|—|—|—|—|

| 2023|$9,356|—|—|$9,356|—|

| 2022|$8,210|—|—|—|—|

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