# Bank Of The Orient 401(k) Plan
Source: https://planprovider.pro/companies/bank-of-the-orient-941732792-001

> Bank Of The Orient's 401(k) plan: 156 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Bank Of The Orient

- **Sponsor EIN:** 941732792

- **Sponsor Address:** 100 PINE STREET, SUITE 600, SAN FRANCISCO, CA, 94111

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

- **Plan Number:** 001

- **Total Participants:** 156

- **Total Assets:** $30.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|156|$30.0M|$0|$0|

| 2024|89|$26.2M|$259,266|$905,300|

| 2023|88|$25.0M|$223,943|$822,002|

| 2022|88|$21.9M|$198,974|$801,563|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$15,894|—|$15,894|

| CARON & BLETZER PLLC|Auditor|$12,750|—|$12,750|

| INNOVEST PORTFOLIO SOLUTIONS LLC|Investment Advisor|$8,000|—|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,644

- **Estimated Expense Ratio:** 0.122% 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|$1,773,679|$8,000|—|$12,750|—|

| 2024|$29,886|$12,000|—|—|—|

| 2023|$30,442|$4,000|—|$8,500|—|

| 2022|$35,149|$4,000|—|—|—|

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