How big is Orange County Bar Foundation's plan?

Orange County Bar Foundation's plan reported $1.1M in assets and 19 participants for 2024.

Original filing (PDF)20250922154254NAL0005395809001

Orange County Bar Foundation

Name: Orange County Bar Foundation — Orange County Bar, Form 5500 (2024)
Creator: Orange County Bar Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orange County Bar Foundation 403(b) Plan

403(b) retirement plan · Orange County Bar Foundation's Orange County Bar Foundation 403(b) Plan held $1.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Laura Marcum signed Orange County Bar Foundation's 2024 Form 5500 as plan administrator.

Laura Marcum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Orange County Bar Foundation's EIN is 23-7068923.

EIN 23-7068923

Plan number 001

Plan year 2024

ACK ID 20250922154254NAL0005395809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orange County Bar Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orange County Bar Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORANGE COUNTY BAR FOUNDATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score