Santa Barbara Botanic Garden Retirement Plan
Sponsored by Santa Barbara Botanic Garden · EIN 951644628 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 87
- With balances
- 113
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $14,752 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $5,626 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $4,406 |