Plan Snapshot
- Plan Sponsor: Odd Fellows Home Of California
- Sponsor EIN: 941251113
- Sponsor Address: 1 W MAIN ST, MEDFORD, OR, 975012791
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 535 | $16.4M | $549,948 | $1.3M |
| 2023 | 547 | $14.4M | $544,119 | $1.3M |
| 2022 | 504 | $11.4M | $500,216 | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $94,645 | — | $94,645 |
| PENSIONMARK FINANCIAL GROUP LLC | SERVICE PROVIDER | $49,459 | — | $49,459 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,104
- Estimated Expense Ratio: 0.879% 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 | $94,643 | $94,643 | — | — | — |
| 2023 | $85,068 | $85,068 | — | — | — |
| 2022 | $91,133 | $91,133 | — | — | — |