Plan Snapshot
- Plan Sponsor: Orange Business Services Holdings U. S. , INC.
- Sponsor EIN: 582261454
- Sponsor Address: 11921 FREEDOM PARKWAY, RESTON, VA, 20190
- Plan Type: DB
- Total Participants: 42
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 42 | $7.5M | $0 | $0 |
| 2023 | 50 | $7.3M | $120,375 | $0 |
| 2022 | 55 | $6.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| TROUTMAN PEPPER HAMILTON SANDERSLLP | NONE | $32,480 | — | $32,480 |
| MERCER INVESTMENT CONSULTING, LLC | NONE | $27,520 | — | $27,520 |
| T. ROWE PRICE RPS, INC. | NONE | $20,055 | — | $20,055 |
| CITRIN COOPERMAN AND COMPANY LLP | NONE | $19,995 | — | $19,995 |
| WILLIS TOWERS WATSON US LLC | NONE | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,050
- Estimated Expense Ratio: 1.567% 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 | $164,980 | $32,317 | — | $19,995 | — |
| 2023 | $285,738 | $31,841 | — | $19,950 | — |
| 2022 | $206,867 | — | — | — | $163,109 |