Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute 401(k) match, vesting and fees
What Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute's 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Hedman Partners LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,135 defined-contribution plans in educational services with 100 to 499 participants.
| Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute: employer contribution per participant | $259 | |
| Peer median | $1,684 |
| Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute: average balance | $59,544 | |
| Peer median | $63,001 |
| Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.17% |
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 $15.7M at the end of plan year 2023 to $17.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 405 | $17.9M | $78K | $259 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 319 | $15.7M | $67K | $290 | 0.26% | Not published | Form 5500 ↗ |
Other Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pacifica Graduate Institute Employees' Retirement Plan
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.
| Independent auditor | Hedman Partners LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute match 401(k) contributions?
The match terms for the Pacifica Graduate Institute 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $78K in employer contributions, about $259 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute 401(k) match vested?
The vesting schedule for the Pacifica Graduate Institute 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute.
I left Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute, (805) 679-6158) or the recordkeeper, Fidelity Investments Institutional. The Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute old 401(k) page lists the contacts from every plan filing. Find an old Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute 401(k)
Data from the public Form 5500 annual reports Santa Barbara Graduate School, Inc. DBA Pacifica Graduate Institute filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 Graduate School, Inc. DBA Pacifica Graduate Institute. Not financial advice. Report a correction · Methodology