Plan Snapshot
- Plan Sponsor: Orbis Holdings Group, LLC
- Sponsor EIN: 383279069
- Sponsor Address: 201 N. RIVERSIDE AVE., ST. CLAIR, MI, 48079
- Plan Type: 401(k)
- Total Participants: 703
- Total Assets: $7.8M
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 | 703 | $7.8M | $133,694 | $563,538 |
| 2023 | 785 | $8.7M | $264,347 | $745,674 |
| 2022 | 331 | $7.4M | $223,415 | $740,391 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $57,160 | — | $57,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,160
- Estimated Expense Ratio: 0.729% 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 | $108,339 | $19,826 | — | $57,160 | — |
| 2023 | $49,961 | $19,293 | — | — | — |
| 2022 | $69,158 | $22,148 | — | — | $47,010 |