Santa Lucia Preserve 401(k) match, vesting and fees
What Santa Lucia Preserve'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Elsner & Elsner, 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 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Santa Lucia Preserve: employer contribution per participant | $2,334 | |
| Peer median | $1,680 |
| Santa Lucia Preserve: average balance | $57,858 | |
| Peer median | $52,722 |
| Santa Lucia Preserve: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.39% |
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 $8.3M at the end of plan year 2021 to $8.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 223 | $8.4M | $338K | $2,334 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 234 | $7.8M | $315K | $2,247 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 213 | $7.8M | $245K | $1,989 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 205 | $8.3M | $239K | $1,960 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Santa Lucia Preserve match 401(k) contributions?
The match terms for the The Santa Lucia Preserve Co. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $338K in employer contributions, about $2,334 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Santa Lucia Preserve 401(k) match vested?
The vesting schedule for the The Santa Lucia Preserve Co. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Santa Lucia Preserve 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is The Santa Lucia Preserve Co..
I left Santa Lucia Preserve. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Santa Lucia Preserve Co., (831) 620-6706) or the recordkeeper, Empower Annuity Insurance Company O. The Santa Lucia Preserve old 401(k) page lists the contacts from every plan filing. Find an old Santa Lucia Preserve 401(k)
Data from the public Form 5500 annual reports Santa Lucia Preserve filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Lucia Preserve. Not financial advice. Report a correction · Methodology