Original filing (PDF)20250818160033NAL0001364817001

SOUTH COUNTY OUTREACH

Name: SOUTH COUNTY OUTREACH — SOUTH COUNTY OUTREACH 403(B) PLAN, Form 5500 (2024)
Creator: SOUTH COUNTY OUTREACH

Form 5500-SF

FILING_RECEIVED

SOUTH COUNTY OUTREACH 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH COUNTY OUTREACH.

Plan sponsor

Name

SOUTH COUNTY OUTREACH

EIN

33-0330233

Address

7 WHATNEY, SUITE B · IRVINE, CA · 92618

Phone

(949) 380-8144

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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