Plan Snapshot
- Plan Sponsor: Oak Grove Institute Foundation, INC
- Sponsor EIN: 330470446
- Sponsor Address: 24275 JEFFERSON AVENUE, MURRIETA, CA, 92562
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 336 | $4.9M | $83,510 | $422,488 |
| 2023 | 322 | $4.2M | $74,024 | $362,767 |
| 2022 | 303 | $3.4M | $64,503 | $290,494 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP | 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 | $3,415 | — | — | — | — |
| 2023 | $2,195 | — | — | — | — |
| 2022 | $2,495 | — | — | — | $2,495 |