# West Coast Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/west-coast-financial-llc-401k-plan

> West Coast Financial, LLC's 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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