How big is Shanti Orange County's plan?

Shanti Orange County's plan reported $542K in assets and 46 participants for 2025.

Original filing (PDF)20260518113931NAL0000059505001

Shanti Orange County

Name: Shanti Orange County — Shanti Orange County 403(b), Form 5500 (2025)
Creator: Shanti Orange County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shanti Orange County 403(b) Plan

401(k) retirement plan · Shanti Orange County's Shanti Orange County 403(b) Plan held $542K in plan assets for 46 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

Lindsay Fitzpatrick signed Shanti Orange County's 2025 Form 5500 as plan administrator.

Lindsay Fitzpatrick — 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

Shanti Orange County's EIN is 33-0236592.

EIN 33-0236592

Plan number 001

Plan year 2025

ACK ID 20260518113931NAL0000059505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shanti Orange County from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shanti Orange County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off