Original filing (PDF)20250514103149NAL0029663744001

COALITION OF ORANGE COUNTY

Name: COALITION OF ORANGE COUNTY — COALITION OF ORANGE COUNTY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COALITION OF ORANGE COUNTY

Form 5500-SF

FILING_RECEIVED

COALITION OF ORANGE COUNTY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 COALITION OF ORANGE COUNTY.

Plan sponsor

Name

COALITION OF ORANGE COUNTY

EIN

95-2900725

Address

600 CITY PKWY W STE 200 · ORANGE, CA · 928682943

Phone

(949) 486-0458

Industry

Other Services (ex. Public Admin)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

2025-05-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA, INC.

BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA, INC. RETIREMENT READINESS

$1.7M · 38 participants

INDIANA ASSOCIATION OF UNITED

403(B) THRIFT PLAN FOR EMPLOYEES OF INDIANA ASSOCIATION OF UNITED WAYS

$1.7M · 15 participants

CHINESE CHRISTIAN HERALD CRUSADES, INC

CCHC 403(B) RETIREMENT PLAN

$1.7M · 29 participants

URBAN YOUTH ALLIANCE INTERNATIONAL, INC.

URBAN YOUTH ALLIANCE INTERNATIONAL, INC. 403(B) RETIREMENT PLAN

$1.7M · 158 participants