# Orange Coast Title Company 401(k) Plan
Source: https://planprovider.pro/companies/orange-coast-title-company-401k-plan

> Orange Coast Title Company's 401(k) plan: 625 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$228,197|—|$228,197|

| THE BALDWIN GROUP WEALTH ADVISORS L|INVESTMENT ADVISOR|$101,931|—|$101,931|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,840|—|$8,840|

| 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $338,968

- **Estimated Expense Ratio:** 0.463% 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|$338,968|$110,771|—|—|—|

| 2023|$289,336|$95,183|—|—|—|

| 2022|$344,540|$267,741|$72,382|—|—|

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