Santa Barbara Botanic Garden 403(b) match, vesting and fees
What Santa Barbara Botanic Garden's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Bdg-Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Santa Barbara Botanic Garden: employer contribution per participant | $1,449 | |
| Peer median | $1,598 |
| Santa Barbara Botanic Garden: average balance | $46,675 | |
| Peer median | $50,224 |
| Santa Barbara Botanic Garden: admin expenses ÷ assets | 0.52% | |
| Peer median | 0.40% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $5.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 142 | $5.9M | $183K | $1,449 | 0.52% | Not published | Form 5500 ↗ |
| 2024 | 127 | $4.4M | $172K | $1,518 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 147 | $3.6M | $153K | $1,117 | 0.56% | Not published | Form 5500 ↗ |
| 2022 | 127 | $2.8M | $124K | $1,023 | 0.53% | Not published | 5500-SF ↗ |
| 2021 | 90 | $3.2M | $85K | $1,071 | 0.64% | Not published | 5500-SF ↗ |
Common questions
Does Santa Barbara Botanic Garden match 401(k) contributions?
The match terms for the Santa Barbara Botanic Garden Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $183K in employer contributions, about $1,449 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Barbara Botanic Garden 401(k) match vested?
The vesting schedule for the Santa Barbara Botanic Garden Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Barbara Botanic Garden 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Ascensus LLC. The plan administrator is Santa Barbara Botanic Garden.
I left Santa Barbara Botanic Garden. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Santa Barbara Botanic Garden, (805) 690-1118) or the recordkeeper, Ascensus LLC. The Santa Barbara Botanic Garden old 401(k) page lists the contacts from every plan filing. Find an old Santa Barbara Botanic Garden 401(k)
Data from the public Form 5500 annual reports Santa Barbara Botanic Garden filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Santa Barbara Botanic Garden. Not financial advice. Report a correction · Methodology