Original filing (PDF)20250729162514NAL0004297760001

FOUNDATION FOR SANTA BARBARA CITY COLLEGE

Name: FOUNDATION FOR SANTA BARBARA CITY COLLEGE — THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE DEFI RETIREMENT PLAN, Form 5500 (2024)
Creator: FOUNDATION FOR SANTA BARBARA CITY COLLEGE

Form 5500-SF

FILING_RECEIVED

THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE DEFI RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 FOUNDATION FOR SANTA BARBARA CITY COLLEGE.

Plan sponsor

Name

FOUNDATION FOR SANTA BARBARA CITY COLLEGE

EIN

95-3234551

Address

721 CLIFF DRIVE · SANTA BARBARA, CA · 93109

Phone

(805) 730-4418

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

THE VALLEY SCHOOL OF SEATTLE

THE VALLEY SCHOOL 403(B) DC PLAN

$3.0M · 32 participants

ADA CHRISTIAN SCHOOL SOCIETY

ADA CHRISTIAN SCHOOL 403(B) PLAN

$3.0M · 54 participants

ALLIANCE STRATEGIES, INC.

ALLIANCE STRATEGIES 401(K) RETIREMENT PLAN

$3.0M · 54 participants

J BAR J YOUTH SERVICES, INC.

J BAR J 401(K) PLAN

$3.0M · 104 participants

COMMUNITY THERAPEUTIC DAY SCHOOL

COMMUNITY THERAPEUTIC DAY SCHOOL 403B PLAN

$3.0M · 30 participants