Plan Snapshot
- Plan Sponsor: Oriol Holding INC.
- Sponsor EIN: 320398044
- Sponsor Address: 52 BOYDEN ROAD SUITE 209, HOLDEN, MA, 015202592
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 269 | $8.0M | $119,507 | $1.1M |
| 2023 | 291 | $8.1M | $139,019 | $1.2M |
| 2022 | 282 | $6.7M | $134,240 | $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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 | $113,946 | $52,370 | $61,576 | — | — |
| 2023 | $107,141 | $55,191 | $51,950 | — | — |
| 2022 | $102,888 | $52,905 | $49,983 | — | — |