Plan Snapshot
- Plan Sponsor: West Coast Financial, LLC
- Sponsor EIN: 261516464
- Sponsor Address: 1435 ANACAPA STREET, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $10.4M
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 | 38 | $10.4M | $209,336 | $468,375 |
| 2023 | 34 | $8.8M | $189,045 | $418,552 |
| 2022 | 30 | $7.3M | $384,043 | $154,250 |