# Architects Orange LLP, Dba Ao 401(k) Plan
Source: https://planprovider.pro/companies/architects-orange-llp-dba-ao-401k-plan

> Architects Orange LLP, Dba Ao's 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Architects Orange LLP, Dba Ao

- **Sponsor EIN:** 953428586

- **Sponsor Address:** 144 NORTH ORANGE STREET, ORANGE, CA, 92866

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

- **Total Participants:** 310

- **Total Assets:** $31.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|310|$31.3M|$0|$2.6M|

| 2023|352|$26.6M|$0|$2.5M|

| 2022|349|$20.8M|$0|$2.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$87,277|—|$87,277|

| CAPITAL SYNERGY PARTNERS|BROKER/ADVISER|—|$72,503|$72,503|

| WRIGHT FORD YOUNG & CO CERTIFIED PU|AUDITOR|$6,500|—|$6,500|

| WRIGHT FORD YOUNG & CO|AUDITOR|$5,000|—|$5,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $171,280

- **Estimated Expense Ratio:** 0.547% 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|$94,975|$276|—|$11,500|—|

| 2023|$90,043|$103|—|$6,750|—|

| 2022|$75,497|$60,414|$15,083|—|—|

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