# Forever Orange, LLC 401(k) Plan
Source: https://planprovider.pro/companies/forever-orange-llc-401k-plan

> Forever Orange, LLC&#39;s 401(k) plan: 418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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