# First Orion Corp. 401(k) Plan
Source: https://planprovider.pro/companies/first-orion-corp-401k-plan

> First Orion Corp.'s 401(k) plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Orion Corp.

- **Sponsor EIN:** 260673290

- **Sponsor Address:** 520 MAIN ST, STE 400, NORTH LITTLE ROCK, AR, 72114

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

- **Total Participants:** 285

- **Total Assets:** $26.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|285|$26.1M|$1.4M|$2.8M|

| 2023|359|$20.4M|$1.4M|$2.8M|

| 2022|369|$13.5M|$1.3M|$2.5M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$26,582|—|$26,582|

| FROST, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FROST, PLLC](https://planprovider.pro/provider/frost-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,582

- **Estimated Expense Ratio:** 0.102% 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|$26,582|—|$26,582|—|—|

| 2023|$17,665|—|$17,665|—|—|

| 2022|$12,680|—|$12,680|—|—|

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