Plan Snapshot
- Plan Sponsor: Oriana House, INC.
- Sponsor EIN: 341334919
- Sponsor Address: PO BOX 1501, AKRON, OH, 443091501
- Plan Type: 403(b)
- Total Participants: 798
- Total Assets: $24.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 798 | $24.5M | $673,374 | $1.3M |
| 2023 | 783 | $21.6M | $609,440 | $1.1M |
| 2022 | 784 | $18.1M | $589,025 | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $108,622 | — | $108,622 | — | — |
| 2023 | $82,419 | $34,894 | $23,986 | — | — |
| 2022 | $85,481 | $33,800 | $46,051 | — | $5,630 |