Plan Snapshot
- Plan Sponsor: O'Connor Woods
- Sponsor EIN: 680201024
- Sponsor Address: 3400 WAGNER HEIGHTS ROAD, STOCKTON, CA, 95209
- Plan Type: 403(b)
- Total Participants: 329
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 329 | $6.8M | $85,498 | $316,305 |
| 2023 | 324 | $6.9M | $84,536 | $319,906 |
| 2022 | 312 | $6.2M | $92,601 | $331,441 |
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 |
|---|---|---|---|---|
| SCHWARTZ GIANNINI LANTSBERGER ADAMS | 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 | $157 | — | $157 | — | — |
| 2023 | $285 | — | $285 | — | — |
| 2022 | $784 | — | $784 | — | — |