Plan Snapshot
- Plan Sponsor: Orc Industries, INC.
- Sponsor EIN: 391078145
- Sponsor Address: 2700 COMMERCE STREET, LA CROSSE, WI, 54603
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $5.7M
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 | 253 | $5.7M | $139,089 | $212,494 |
| 2023 | 282 | $5.2M | $127,059 | $207,267 |
| 2022 | 208 | $4.3M | $94,578 | $155,859 |
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 |
|---|---|---|---|---|
| ENGELSON AND ASSOCIATES, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENGELSON AND ASSOCIATES, LTD. — 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 | $1,305 | — | $1,305 | — | — |
| 2023 | $525 | — | $525 | — | — |
| 2022 | $825 | — | $825 | — | — |