# Orangewood Foundation 403(b) Plan
Source: https://planprovider.pro/companies/orangewood-foundation-403b-plan

> Orangewood Foundation's 403(b) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orangewood Foundation

- **Sponsor EIN:** 953616628

- **Sponsor Address:** 1575 EAST 17TH STREET, SANTA ANA, CA, 927058506

- **Plan Type:** 403(b)

- **Total Participants:** 189

- **Total Assets:** $7.2M

## 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.|

| 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|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-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|$55,765|$34,287|$6,142|—|—|

| 2023|$45,666|$27,631|$5,588|—|—|

| 2022|$43,145|$24,327|$18,818|—|—|

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