Plan Snapshot
- Plan Sponsor: Orchard Technologies, INC
- Sponsor EIN: 822492032
- Sponsor Address: 195 BROADWAY, NEW YORK, NY, 10007
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 325
- Total Assets: $11.3M
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. |
|---|---|---|---|---|
| 2025 | 325 | $11.3M | $0 | $0 |
| 2024 | 173 | $10.5M | $0 | $1.5M |
| 2023 | 234 | $10.2M | $0 | $2.6M |
| 2022 | 601 | $8.7M | $364 | $4.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $39,277 | — | $39,277 |
| RICHEY MAY & CO LLP | Auditor | $10,200 | — | $10,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,477
- Estimated Expense Ratio: 0.439% 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 |
|---|---|---|---|---|---|
| 2025 | $2,207,891 | — | — | $10,200 | — |
| 2024 | $44,525 | — | — | — | — |
| 2023 | $44,931 | — | — | — | — |
| 2022 | $28,021 | — | — | — | — |