P 401(k) Plan Report

Stable plan record

SANTA LUCIA CONSERVANCY 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SANTA LUCIA CONSERVANCY · EIN/PN 770411485-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,051
2025
$5,045
2025
$3,044
Administrative cost per participant
2025
$53
2025
$62
2025
$47
Active participants
2025
12
2025
10
2025
12
Total plan assets
2025
$933,309
2025
$771,085
2025
$846,291
Participant loans as a share of assets
2025
Not reported
2025
1.7%
2025
1.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708093525NAL001621048300112$3,051
202520260714101817NAL000091237100110$5,045
202520260714102020NAL000181061000112$3,044
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.