Saticoy Lemon Association 401(k) match, vesting and fees
What Saticoy Lemon Association'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 197 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Saticoy Lemon Association: employer contribution per participant | $2,321 | |
| Peer median | $2,013 |
| Saticoy Lemon Association: average balance | $74,140 | |
| Peer median | $66,282 |
| Saticoy Lemon Association: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.36% |
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 $18.5M at the end of plan year 2021 to $22.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 308 | $22.8M | $715K | $2,321 | 0.36% | Not published | Form 5500 ↗ |
| 2024 | 318 | $20M | $658K | $2,096 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 334 | $18.1M | $614K | $1,848 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 362 | $15.8M | $683K | $1,908 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 386 | $18.5M | $638K | $1,734 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Saticoy Lemon Association match 401(k) contributions?
The match terms for the Saticoy Lemon Association 401(k) / Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $715K in employer contributions, about $2,321 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Saticoy Lemon Association 401(k) match vested?
The vesting schedule for the Saticoy Lemon Association 401(k) / Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Saticoy Lemon Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Saticoy Lemon Association.
I left Saticoy Lemon Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Saticoy Lemon Association, (805) 654-6535) or the recordkeeper, Principal Life Insurance Company. The Saticoy Lemon Association old 401(k) page lists the contacts from every plan filing. Find an old Saticoy Lemon Association 401(k)
Data from the public Form 5500 annual reports Saticoy Lemon Association 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 Saticoy Lemon Association. Not financial advice. Report a correction · Methodology