Plan Snapshot
- Plan Sponsor: Orange Coast Title Company
- Sponsor EIN: 952871609
- Sponsor Address: 1551 N. TUSTIN AVE SUITE 300, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $73.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 625 | $73.2M | $1.1M | $4.1M |
| 2023 | 630 | $66.1M | $1.3M | $4.3M |
| 2022 | 851 | $59.1M | $1.6M | $5.9M |
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 |
|---|---|---|---|---|
| CLIFFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFFTON LARSON ALLEN, LLP — Auditor
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 | $338,968 | $110,771 | — | — | — |
| 2023 | $289,336 | $95,183 | — | — | — |
| 2022 | $344,540 | $267,741 | $72,382 | — | — |