# First Team Real Estate - Orange County 401(k) Plan
Source: https://planprovider.pro/companies/first-team-real-estate-orange-county-401k-plan

> First Team Real Estate - Orange County's 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Team Real Estate - Orange County

- **Sponsor EIN:** 330311423

- **Sponsor Address:** 4 CORPORATE PLAZA, SUITE 100, NEWPORT BEACH, CA, 92660

- **Plan Type:** 401(k)

- **Total Participants:** 221

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|221|$14.1M|$3,777|$1.1M|

| 2023|231|$15.9M|$6,529|$1.1M|

| 2022|246|$13.5M|$3,368|$1.2M|

## 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|

| REDWITZ, INC|Auditor|$14,500|—|$14,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REDWITZ, INC](https://planprovider.pro/provider/redwitz-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,500

- **Estimated Expense Ratio:** 0.103% of plan assets

### 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|$75,692|$20,000|—|$14,500|—|

| 2023|$73,389|$20,000|—|$14,000|—|

| 2022|$79,209|$23,185|—|—|$13,250|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-team-real-estate-orange-county-401k-plan)

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