Department of Labor filing

FLORENCE CRITTENTON SERVICES OF ORANGE COUNTY

FLORENCE CRITTENTON SERVICES 403(B) PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 9, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,182

Reported employer contributions per active participant.

Higher than about 47% of comparable plans
#People in the filing
411

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$156 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 24% of comparable plans
Investment performance
Not available

Plan assets changed 15.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense24th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, FLORENCE CRITTENTON SERVICES OF ORANGE COUNTY reported $485,726 in employer contributions across the plan and 411 active participants. That works out to $1,182 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 11.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 37.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$485,726
Participant contributions
$884,473
Other contributions
$44,078
Employer share of reported contributions
35.4%
Beginning assets
$11,165,691
Ending assets
$12,934,509
Ending net assets
$12,934,509
Ending liabilities
$0
Total income
$2,868,361
Total expenses
$1,099,543
Administrative expenses
$78,952
Participant loans
$391,928

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,341
2023
$1,547
2024
$1,182
Plan-paid administrative expenses per participant
2022
$113
2023
$171
2024
$156
Active participants
2022
335
2023
421
2024
411
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,18241112.9M20260409161639NAL0015814626001
2023$1,54742111.2M20250411151245NAL0046728306001
2022$1,34133510.4M20240415161723NAL0001686163001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
952492427-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2010
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2T3D3F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK ADVISORS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

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Filing ACK_ID20260409161639NAL0015814626001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗