How big is Orange County Community Foundation's plan?

Orange County Community Foundation's plan reported $4.0M in assets and 33 participants for 2024.

Original filing (PDF)20250709085928NAL0005493105001

Orange County Community Foundation

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

Form 5500-SF

FILING_RECEIVED

Orange County Community Foundation 403(b) Plan

401(k) retirement plan · Orange County Community Foundation's Orange County Community Foundation 403(b) Plan held $4.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Orange County Community Foundation's EIN is 33-0378778.

EIN 33-0378778

Plan number 001

Plan year 2024

ACK ID 20250709085928NAL0005493105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orange County Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 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 COMMUNITY 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