Plan Snapshot
- Plan Sponsor: Families Together Of Orange County
- Sponsor EIN: 200310654
- Sponsor Address: 661 WEST 1ST STREET, SUITE G, TUSTIN, CA, 92780
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 325 | $3.7M | $485,444 | $760,208 |
| 2023 | 138 | $2.2M | $349,542 | $482,974 |
| 2022 | 76 | $1.2M | $240,421 | $332,010 |
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 |
|---|---|---|---|---|
| PDM, LLP | Auditor | — | — | $0 |
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 | $19,441 | — | $19,441 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |