Plan Snapshot
- Plan Sponsor: Orangebox Enterprises, INC.
- Sponsor EIN: 472536042
- Sponsor Address: 17319 SAN PEDRO AVENUE, SAN ANTONIO, TX, 78232
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $2.6M
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 | 220 | $2.6M | $164,333 | $329,471 |
| 2023 | 211 | $2.4M | $24,468 | $304,553 |
| 2022 | 220 | $2.1M | $138,943 | $348,998 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,229 | $1,929 | $20,850 | — | — |
| 2023 | $13,369 | — | $13,369 | — | — |
| 2022 | $10,924 | — | $10,924 | — | — |