# Families Together Of Orange County 401(k) Plan
Source: https://planprovider.pro/companies/families-together-of-orange-county-401k-plan

> Families Together Of Orange County's 401(k) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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