Plan Snapshot
- Plan Sponsor: Orchid Island Juice Company
- Sponsor EIN: 593026924
- Sponsor Address: 330 N US HIGHWAY 1, FORT PIERCE, FL, 34950
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $5.8M
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 | 223 | $5.8M | $390,634 | $742,388 |
| 2023 | 235 | $5.0M | $366,974 | $667,449 |
| 2022 | 232 | $3.5M | $298,142 | $555,737 |
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 |
|---|---|---|---|---|
| JACOBY AND HANDLEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACOBY AND HANDLEY, PLLC — 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 | $27,010 | $12,005 | $1,500 | — | — |
| 2023 | $15,917 | $6,516 | $1,375 | — | — |
| 2022 | $25,836 | $16,749 | $9,087 | — | — |