# Orcutt Winslow, Lllp 401(k) Plan
Source: https://planprovider.pro/companies/orcutt-winslow-lllp-401k-plan

> Orcutt Winslow, Lllp's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orcutt Winslow, Lllp

- **Sponsor EIN:** 860271027

- **Sponsor Address:** 2929 N. CENTRAL AVE., 11TH FLOOR, PHOENIX, AZ, 85012

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$949|$0|

| 2024|0|$2.4M|$475,066|$1.2M|

| 2023|177|$21.8M|$538,288|$1.4M|

| 2022|164|$18.7M|$449,674|$1.2M|

## 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|

| LBMC PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC PC](https://planprovider.pro/provider/lbmc-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|

| 2025|—|—|—|—|—|

| 2024|$113,212|—|$78,834|—|—|

| 2023|$55,119|—|$55,119|—|—|

| 2022|$40,094|—|—|—|$40,094|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orcutt-winslow-lllp-401k-plan)

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