# Odd Fellows Home Of California 401(k) Plan
Source: https://planprovider.pro/companies/odd-fellows-home-of-california-401k-plan

> Odd Fellows Home Of California's 401(k) plan: 535 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [BAKER TILLY US, LLP](https://planprovider.pro/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|—|—|—|

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