Plan Snapshot
- Plan Sponsor: Orangewood Foundation
- Sponsor EIN: 953616628
- Sponsor Address: 1575 EAST 17TH STREET, SANTA ANA, CA, 927058506
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 241
- Total Assets: $8.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 241 | $8.7M | $0 | $0 |
| 2024 | 189 | $7.2M | $152,419 | $530,537 |
| 2023 | 177 | $6.0M | $144,848 | $523,108 |
| 2022 | 172 | $5.0M | $135,363 | $489,317 |
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 |
|---|---|---|---|---|
| J. DEREK LEWIS & ASSOCIATES, INC. | Other Service Provider | $33,666 | — | $33,666 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | Other Service Provider | $22,002 | — | $22,002 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,668
- Estimated Expense Ratio: 0.640% 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 |
|---|---|---|---|---|---|
| 2025 | $463,345 | $33,666 | $6,213 | — | — |
| 2024 | $55,765 | $34,287 | $6,142 | — | — |
| 2023 | $45,666 | $27,631 | $5,588 | — | — |
| 2022 | $43,145 | $24,327 | $18,818 | — | — |