Original filing (PDF)20250411180422NAL0044957698001

VISIT SANTA BARBARA

Name: VISIT SANTA BARBARA — VISIT SANTA BARBARA 401(K) PLAN, Form 5500 (2023)
Creator: VISIT SANTA BARBARA

Form 5500-SF

FILING_RECEIVED

VISIT SANTA BARBARA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIT SANTA BARBARA.

Plan sponsor

Name

VISIT SANTA BARBARA

EIN

77-0086722

Address

500 E MONTECITO ST · SANTA BARBARA, CA · 93103

Phone

(805) 966-9222

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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