Original filing (PDF)20250801103818NAL0003723987093

SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION

Name: SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION — SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION

Form 5500-SF

FILING_RECEIVED

SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$270

Net assets (EOY)

$270

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION.

Plan sponsor

Name

SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION

EIN

85-3329449

Address

201 TEMPLE STREET · SUMMERLAND, CA · 93067

Phone

(805) 453-1465

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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