Plan Snapshot
- Plan Sponsor: Orion Health INC.
- Sponsor EIN: 260047440
- Sponsor Address: 75 STATE ST, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $13.9M
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 | 41 | $13.9M | $211,045 | $506,544 |
| 2023 | 50 | $13.2M | $262,065 | $653,999 |
| 2022 | 79 | $11.5M | $155,886 | $748,643 |
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 |
|---|---|---|---|---|
| METZ & ASSOCIATES PLLC | Auditor | $10,750 | — | $10,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ & ASSOCIATES PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,750
- Estimated Expense Ratio: 0.077% 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 | $64,452 | $28,240 | — | $10,750 | — |
| 2023 | $56,902 | $25,474 | — | $9,750 | — |
| 2022 | $57,262 | — | — | — | — |