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ORANGE COUNTY COMMUNITY FOUNDATION — ORANGE COUNTY COMMUNITY FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709085928NAL0005493105001
ORANGE COUNTY COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
ORANGE COUNTY COMMUNITY FOUNDATION 403(B) PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
46
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORANGE COUNTY COMMUNITY FOUNDATION
.
Find decision makers
Plan sponsor
Name
ORANGE COUNTY COMMUNITY FOUNDATION
EIN
33-0378778
Address
19200 VON KARMAN AVE. · SUITE 700 · IRVINE, CA · 92612
Phone
(949) 553-4202
Industry
Other Services (ex. Public Admin)
see 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
2025-07-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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$4.0M · 56 participants
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INDIANA CONTINUING LEGAL EDUCATION FORUM
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$4.0M · 13 participants
DESTA
IDEAS 401(K) PLAN
$4.0M · 30 participants
SUNCOM INDUSTRIES, INC.
SUNCOM INDUSTRIES, INC. 401(K) PLAN
$4.0M · 75 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY
CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 401(K) PLAN
$4.0M · 107 participants
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
