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Sponsor portfolio

CHILDRENS RESOURCE & REFERRAL OF SANTA BARBARA COUNTY

EIN 95-2684041-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
3
$1.9M assets
Welfare
0
Participants
153
2861 AIRPARK DRIVE, SUITE 201 - SANTA MARIA, CA 93455805-925-6701
Plans on this EIN
3 filings
#001401k-$1.2M - 68 part#003CashBalance-$680K - 22 part#002403b-$24K - 63 part

Retirement portfolio analytics

3 plans aggregated / $1.9M assets / 153 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • SANTA BARBARA COUNTY (#001)64%
  • CASH BALANCE PLAN (#003)35%
  • BARBARA COUNTY 403(B) (#002)1%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SANTA BARBARA COUNTY (#001)68
  • BARBARA COUNTY 403(B) (#002)63
  • CASH BALANCE PLAN (#003)22
Total 153Click 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#001

CHILDREN'S RESOURCES & REFERRAL OF SANTA BARBARA COUNTY

401k

Assets$1.2M
Participants68
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY CASH BALANCE PLAN

CashBalance

Assets$680K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY 403(B) PLAN

403b

Assets$24K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CHILDREN'S RESOURCES & REFERRAL OF SANTA BARBARA COUNTY401k$1.2M682024
003CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY CASH BALANCE PLANCashBalance$680K222024
002CHILDREN'S RESOURCE & REFERRAL OF SANTA BARBARA COUNTY 403(B) PLAN403b$24K632024
Retirement plans
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