# Orange County Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/orange-county-credit-union-401k-plan

> Orange County Credit Union's 401(k) plan: 359 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orange County Credit Union

- **Sponsor EIN:** 951797779

- **Sponsor Address:** PO BOX 11777, SANTA ANA, CA, 927111777

- **Plan Type:** 401(k)

- **Total Participants:** 359

- **Total Assets:** $64.2M

## 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|359|$64.2M|$2.1M|$2.1M|

| 2023|363|$54.0M|$2.0M|$2.0M|

| 2022|337|$44.0M|$2.0M|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$142,201|—|$142,201|

| SAGEVIEW ADVISORY GROUP|INVESTMENT ADVISORY|$45,033|—|$45,033|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [CLIFTON 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:** $187,234

- **Estimated Expense Ratio:** 0.291% 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|$187,235|$45,033|$142,202|—|—|

| 2023|$233,243|$81,449|$136,794|—|—|

| 2022|$155,326|—|$155,326|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orange-county-credit-union-401k-plan)

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