Plan Snapshot
- Plan Sponsor: Forever Orange, LLC
- Sponsor EIN: 475378023
- Sponsor Address: 1001 AVENIDA DE LAS AMERICAS, HOUSTON, TX, 77010
- Plan Type: 401(k)
- Total Participants: 418
- Total Assets: $5.5M
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 | 418 | $5.5M | $244,146 | $796,769 |
| 2023 | 383 | $4.6M | $189,624 | $677,201 |
| 2022 | 337 | $3.8M | $181,926 | $632,735 |
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 | $25,107 | — | $25,107 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,107
- Estimated Expense Ratio: 0.454% 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 | $15,865 | — | $15,865 | — | — |
| 2023 | $11,925 | — | $11,925 | — | — |
| 2022 | $9,958 | — | $9,958 | — | — |