Plan Snapshot
- Plan Sponsor: Orhan North America, INC.
- Sponsor EIN: 352300629
- Sponsor Address: 190 COUNTY HOME ROAD, PARIS, TN, 38242
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $4.2M
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 | 67 | $4.2M | $113,055 | $94,815 |
| 2023 | 70 | $4.3M | $142,246 | $126,997 |
| 2022 | 119 | $4.4M | $148,253 | $125,722 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $30,623 | — | $30,623 |
| ATA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ATA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,623
- Estimated Expense Ratio: 0.736% 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 | $6,560 | — | $6,560 | — | — |
| 2023 | $7,154 | — | $7,154 | — | — |
| 2022 | $6,550 | — | $6,550 | — | — |