Plan Snapshot
- Plan Sponsor: Orchard, Hiltz And Mccliment, INC.
- Sponsor EIN: 381691323
- Sponsor Address: 34000 PLYMOUTH ROAD, LIVONIA, MI, 48150
- Plan Type: 401(k)
- Total Participants: 743
- Total Assets: $131.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 743 | $131.0M | $3.9M | $6.3M |
| 2023 | 633 | $109.0M | $3.3M | $5.4M |
| 2022 | 598 | $84.6M | $2.7M | $4.9M |
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 | $19,301 | — | $19,301 |
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: $19,301
- Estimated Expense Ratio: 0.015% 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 | $41,710 | $18,305 | — | $19,301 | — |
| 2023 | $33,663 | $14,221 | — | $16,500 | — |
| 2022 | $27,676 | $9,552 | — | — | — |