Plan Snapshot
- Plan Sponsor: Orchard Software Corporation
- Sponsor EIN: 351890652
- Sponsor Address: 701 CONGRESSIONAL BLVD. STE 360, CARMEL, IN, 460325633
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 11 | $0 | $0 | $0 |
| 2024 | 263 | $32.4M | $708,816 | $2.8M |
| 2023 | 271 | $26.2M | $749,910 | $2.8M |
| 2022 | 290 | $22.7M | $762,938 | $2.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | $34 | — | $34 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34
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 |
|---|---|---|---|---|---|
| 2025 | $86,467 | — | — | $34 | — |
| 2024 | $118,523 | — | — | — | — |
| 2023 | $99,682 | $56,290 | — | — | — |
| 2022 | $99,498 | — | — | — | — |