Plan Snapshot
- Plan Sponsor: Orchards Mi, LLC
- Sponsor EIN: 873042948
- Sponsor Address: 19850 HARPER AVE, HARPER WOODS, MI, 48225
- Plan Type: 401(k)
- Total Participants: 1,595
- Total Assets: $1.3M
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. |
|---|---|---|---|---|
| 2024 | 1,595 | $1.3M | $0 | $977,136 |
| 2023 | 1,210 | $842,893 | $0 | $863,229 |
| 2022 | 610 | $186,762 | $0 | $184,059 |
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 |
|---|---|---|---|---|
| ALAN GOODMAN CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN GOODMAN CPA PC — 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 | $97,789 | — | — | — | — |
| 2023 | $85,328 | — | — | — | — |
| 2022 | $104 | — | — | — | — |