Original filing (PDF)20251016130955NAL0006653697001

ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH

Name: ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH — MENTAL HEALTH ASSOCOCIATION OF ORANGE COUNTY 403(B) PLAN, Form 5500 (2024)
Creator: ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH

Form 5500-SF

FILING_RECEIVED

MENTAL HEALTH ASSOCOCIATION OF ORANGE COUNTY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH.

Plan sponsor

Name

ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH

EIN

95-2036972

Address

1971 EAST 4TH STREET · SUITE 130 A · SANTA ANA, CA · 92705

Phone

(714) 547-7559

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-16

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

PSYCHNP CONSULTANTS, INC.

PSYCHNP CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

$1.8M · 55 participants

DAY ONE

DAY ONE 401(K) RETIREMENT PLAN

$1.8M · 31 participants

LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH

LAPORTE COUNTY COMPREHENSIVE MENTAL HEALTH COUNCIL, INC 403(B) PLAN

$1.7M · 45 participants

ARCHWAYS, INC.

ARCHWAYS, INC. 401(A) RETIREMENT SAVING PLAN

$1.7M · 53 participants

SPRING RIVER MENTAL HEALTH & WELLNESS, INC.

SPRING RIVER MENTAL HEALTH & WELLNESS 403(B) PLAN