Original filing (PDF)20250728153246NAL0003282592001

ORANGE COUNTY REALTORS

Name: ORANGE COUNTY REALTORS — ORANGE COUNTY REALTORS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORANGE COUNTY REALTORS

Form 5500-SF

FILING_RECEIVED

ORANGE COUNTY REALTORS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 REALTORS.

Plan sponsor

Name

ORANGE COUNTY REALTORS

EIN

95-2873622

Address

25552 LA PAZ RD · LAGUNA HILLS, CA · 926535127

Phone

(949) 586-6800

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TIMELY DISBURSEMENTS, INC.

TIMELY DISBURSEMENTS, INC. PROFIT SHARING PLAN & TRUST

$7.6M · 8 participants

CACHE VALLEY EYE ASSOCIATES, PLLC 401(K) PLAN

$7.6M · 22 participants

COLUMBIA PACIFIC MANAGEMENT INC.

COLUMBIA PACIFIC MANAGEMENT, INC. 401(K) PLAN

$7.6M · 28 participants

AMERICA'S PREFERRED HOME WARRANTY, INC.

AMERICA'S PREFERRED HOME WARRANTY, INC. 401(K) PLAN

$7.6M · 239 participants

RESOURCES FOR COMMUNITY DEVELOPMENT