Plan Snapshot
- Plan Sponsor: Organic Remedies, INC.
- Sponsor EIN: 815444451
- Sponsor Address: 305 OLD STONEHOUSE ROAD, CARLISLE, PA, 17015
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $3.7M
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 | 354 | $3.7M | $314,774 | $532,531 |
| 2023 | 443 | $2.8M | $300,920 | $523,936 |
| 2022 | 431 | $1.6M | $384,129 | $471,560 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT, LLC | RECORDKEEPER | $39,831 | — | $39,831 |
| BARATZ & ASSOCIATES, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT, LLC — RECORDKEEPER
- BARATZ & ASSOCIATES, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,831
- Estimated Expense Ratio: 1.077% 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 | $39,831 | — | $39,831 | — | — |
| 2023 | $14,812 | — | $14,812 | — | — |
| 2022 | $14,928 | $7,643 | $6,170 | — | $1,115 |