Plan Snapshot
- Plan Sponsor: Orders Construction Company, INC.
- Sponsor EIN: 550487806
- Sponsor Address: 501 6TH AVENUE, ST ALBANS, WV, 25177
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $21.4M
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 | 93 | $21.4M | $1.1M | $751,467 |
| 2023 | 87 | $20.5M | $366,291 | $582,537 |
| 2022 | 87 | $18.1M | $567,743 | $536,814 |
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 |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | Other Service Provider | $34,884 | — | $34,884 |
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $16,539 | — | $16,539 |
| JACKSON KELLY PLLC | ERISA Attorney | $8,928 | — | $8,928 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACKSON KELLY PLLC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,351
- Estimated Expense Ratio: 0.283% 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 |
|---|---|---|---|---|---|
| 2024 | $64,547 | — | $2,005 | — | — |
| 2023 | $73,026 | — | $3,115 | — | — |
| 2022 | $90,449 | $69,173 | — | — | $19,901 |