How big is Orangecoast Partners' plan?

Orangecoast Partners' plan reported $257K in assets and 79 participants for 2024.

Original filing (PDF)20250716130249NAL0004911152001

Orangecoast Partners

Name: Orangecoast Partners — Form 5500 (2024)
Creator: Orangecoast Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Orangecoast Partners held $257K in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Shirley Horner signed Orangecoast Partners' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Orangecoast Partners' EIN is 47-1965053.

EIN 47-1965053

Plan number 001

Plan year 2024

ACK ID 20250716130249NAL0004911152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orangecoast Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orangecoast Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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