How big is Orangewood Foundation's plan?

Orangewood Foundation's plan reported $7.2M in assets and 189 participants for 2024.

Original filing (PDF)20250813114108NAL0004855539001

Orangewood Foundation

Name: Orangewood Foundation — Orangewood Foundation 403(b), Form 5500 (2024)
Creator: Orangewood Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Orangewood Foundation 403(b) Plan

403(b) retirement plan · Orangewood Foundation's Orangewood Foundation 403(b) Plan held $7.2M in plan assets for 189 participants in 2024.

Signals · 1

~78 bps in Sched C fees

Active participants

189

Accounts w/ balance

134

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

John Luker signed Orangewood Foundation's 2024 Form 5500 as plan administrator.

John Luker — 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

Orangewood Foundation's EIN is 95-3616628.

EIN 95-3616628

Plan number 002

Plan year 2024

ACK ID 20250813114108NAL0004855539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orangewood Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORANGEWOOD FOUNDATION.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

ORANGEWOOD FOUNDATION

EIN

all filings

Address

1575 EAST 17TH STREET · SANTA ANA, CA · 927058506

Phone

(714) 619-0202

Industry

Other Services (ex. Public Admin)

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

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
J. DEREK LEWIS & ASSOCIATES, INC.	—	NEWPORT BEACH, CA	NONE	$34K	—
CPI QUALIFIED PLAN CONSULTANTS, INC	48-1205033	—	NONE	$21K	—

Investments

26 direct securities· $7.2M(100% of reported assets)

Mutual Funds

$5.6M

22 holdings

Common Collective Trusts

$1.5M

2 holdings

Bonds / Notes

$58K

1 holding

Stable Value

$41K

1 holding

					% of plan
Vanguard Total Stock Market Index - Admr Mutual Fund N/A	Common Collective Trusts	—	—	$1.4M	19.0%
American Funds 2040 Target Date Mutual Fund N/A	Mutual Funds	—	—	$1.0M	14.5%
American Funds 2050 Target Date Mutual Fund N/A	Mutual Funds	—	—	$771K	10.7%
American Funds 2055 Target Date Mutual Fund N/A	Mutual Funds	—	—	$591K	8.2%
American Funds 2025 Target Date Mutual Fund N/A	Mutual Funds	—	—	$558K	7.8%
American Funds 2030 Target Date Mutual Fund N/A	Mutual Funds	—	—	$384K	5.3%
Vanguard Mid Cap Index Fd - Admr Mutual Fund N/A	Mutual Funds	—	—	$292K	4.1%
American Funds 2060 Target Date Mutual Fund N/A	Mutual Funds	—	—	$284K	3.9%
American Funds 2045 Target Date Mutual Fund N/A	Mutual Funds	—	—	$274K	3.8%
American Funds New Perspective Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$257K	3.6%
Vanguard Intermediate-Inv-Grde Adm Mutual Fund N/A	Mutual Funds	—	—	$186K	2.6%
American Funds Balanced Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$162K	2.3%
American Funds 2035 Target Date Mutual Fund N/A	Mutual Funds	—	—	$161K	2.2%
American Funds Washington Mutual Fund N/A	Mutual Funds	—	—	$152K	2.1%
American Funds Capital Income Builder - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$128K	1.8%
American Funds 2015 Target Date Mutual Fund N/A	Mutual Funds	—	—	$95K	1.3%
Vanguard Small Cap Index - Admr Mutual Fund N/A	Mutual Funds	—	—	$93K	1.3%
American Funds 2020 Target Date Mutual Fund N/A	Mutual Funds	—	—	$88K	1.2%
Vanguard Intermediate Trs Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$84K	1.2%
Notes receivable from participants Maturing 2025-2028 at interest rates of 3.25% to 8.50% -	Bonds / Notes	—	—	$58K	0.8%
CMFG Life Stable Value Annuity Contract N/A	Stable Value	—	—	$41K	0.6%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$38K	0.5%
PIMCO Income Instl Mutual Fund N/A	Mutual Funds	—	—	$30K	0.4%
American Funds Europacific Growth Fund CL R6 Mutual Fund N/A	Mutual Funds	—	—	$26K	0.4%
American Funds 2065 Target Date Mutual Fund N/A	Mutual Funds	—	—	$17K	0.2%
Vanguard Real Estate Index Fd - Adm Mutual Fund N/A	Mutual Funds	—	—	$12K	0.2%