· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ORANGE COUNTY SPEECH SERVICES — ORANGE COUNTY SPEECH SERVICES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702131302NAL0033073842001
ORANGE COUNTY SPEECH SERVICES
Form 5500-SF
FILING_RECEIVED
ORANGE COUNTY SPEECH SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
32
Plan assets (EOY)
$302K
Net assets (EOY)
$302K
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 SPEECH SERVICES
.
Find decision makers
Plan sponsor
Name
ORANGE COUNTY SPEECH SERVICES
EIN
90-1024766
Address
7812 EDINGER AVE SUITE 400 · HUNTINGTON BEACH, CA · 92647
Phone
(714) 916-0641
Industry
Health Care & Social Assistance
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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ABLE KIDS FOUNDATION
ABLE KIDS FOUNDATION 401(K) PLAN
$302K · 3 participants
BODY KINETICS REHAB LLC
BODY KINETICS REHAB LLC 401K PLAN
$303K · 18 participants
SHORELINE PHYSICAL THERAPY, LLC
SHORELINE PHYSICAL THERAPY LLC 401K PROFIT SHARING
$303K · 5 participants
PNW AUDIOLOGY SPECIALTY GROUP
PNW AUDIOLOGY SPECIALTY GROUP RETIREMENT PLAN
$303K · 11 participants
DIRECTIONS PHYSICAL THERAPY & ACUPUNCTURE. PLLC
DIRECTIONS PHYSICAL HEALTH INC. 401(K) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$303K · 8 participants
BAKERSFIELD SPORTS MEDICINE AND REHABILITATIVE PHYSICAL THERAPY, INC.
BSMART 401(K) PLAN
$302K · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
