Plan Snapshot
- Plan Sponsor: Children'S Hospital Of Orange County
- Sponsor EIN: 952321786
- Sponsor Address: 1201 WEST LA VETA AVENUE, ORANGE, CA, 928683874
- Plan Type: DC
- Total Participants: 5,939
- Total Assets: $592.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,939 | $592.7M | $13.6M | $34.5M |
| 2023 | 5,676 | $498.3M | $12.3M | $30.5M |
| 2022 | 5,197 | $403.7M | $11.2M | $27.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $641,275 | $398,619 | — | — | — |
| 2023 | $512,682 | $313,666 | — | — | — |
| 2022 | $496,180 | $319,098 | — | — | $300 |