Plan Snapshot
- Plan Sponsor: Myorthos Holdings, LLC
- Sponsor EIN: 844014676
- Sponsor Address: 301 EDGEWATER PLACE, WAKEFIELD, MA, 01880
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 612 | $21.6M | $1.2M | $2.6M |
| 2023 | 637 | $20.7M | $1.3M | $2.8M |
| 2022 | 669 | $15.5M | $950,991 | $2.1M |
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 |
|---|---|---|---|---|
| BELFINT LYONS & SHUMAN, P.A. | Auditor | $15,123 | — | $15,123 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT LYONS & SHUMAN, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,123
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 | $59,443 | — | — | $15,123 | — |
| 2024 | $77,125 | $34,006 | $600 | — | — |
| 2023 | $82,068 | $14,421 | $37,021 | $17,000 | — |
| 2022 | $5,714 | — | $5,714 | — | — |