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  2. MARYMOUNT OF SANTA BARBARA, INC.
Sponsor portfolio

MARYMOUNT OF SANTA BARBARA, INC.

EIN 23-7154063-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
169
2130 MISSION RIDGE ROAD - SANTA BARBARA, CA 93103805-569-1811
Plans on this EIN
2 filings
#004403b-$3.6M - 87 part#003403b-$3.4M - 82 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 169 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE RETIREMENT PLAN (#004)51%
  • MARYMOUNT RETIREMENT PLAN (#003)49%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#004)87
  • MARYMOUNT RETIREMENT PLAN (#003)82
Total 169Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MARYMOUNT EMPLOYEE RETIREMENT PLAN

403b

Assets$3.6M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARYMOUNT RETIREMENT PLAN

403b

Assets$3.4M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MARYMOUNT EMPLOYEE RETIREMENT PLAN403b$3.6M872025
003MARYMOUNT RETIREMENT PLAN403b$3.4M822025
Retirement plans
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