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Sponsor portfolio

SANTA BARBARA ENT

EIN 47-4416211-medical practice-Latest filing 2025
Plans
2
Retirement
2
$868K assets
Welfare
0
Participants
18
2420 CASTILLO STREET, SIUTE 200 - SANTA BARBARA, CA 93105805-563-1999mysantabarbaraent.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$651K - 8 part#001401k-$217K - 10 part

Retirement portfolio analytics

2 plans aggregated / $868K assets / 18 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • PROFIT SHARING PLAN (#001)25%
Total $868KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)8
Total 18Click 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#002

SANTA BARBARA ENT CASH BALANCE PLAN

CashBalance

Assets$651K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SANTA BARBARA ENT 401(K) PROFIT SHARING PLAN

401k

Assets$217K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANTA BARBARA ENT CASH BALANCE PLANCashBalance$651K82025
001SANTA BARBARA ENT 401(K) PROFIT SHARING PLAN401k$217K102024
Retirement plans
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