Orange County Head Start INC 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Orange County Head Start INC
  • Sponsor EIN: 953411088
  • Sponsor Address: 2501 SOUTH PULLMAN STREET, SANTA ANA, CA, 927055511
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 341
  • Total Assets: $27.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023341$27.7M$1.8M$899,289
2022312$25.4M$1.2M$782,566

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