# Oak Grove Institute Foundation, INC 401(k) Plan
Source: https://planprovider.pro/companies/oak-grove-institute-foundation-inc-401k-plan

> Oak Grove Institute Foundation, INC's 401(k) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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