Plan Snapshot
- Plan Sponsor: Orion Industries, INC.
- Sponsor EIN: 910727076
- Sponsor Address: 1590 A STREET NORTHEAST, AUBURN, WA, 98002
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $11.8M
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 | 188 | $11.8M | $449,976 | $952,093 |
| 2023 | 163 | $10.0M | $428,246 | $908,378 |
| 2022 | 187 | $8.6M | $350,131 | $744,622 |
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 |
|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | INVESTMENT ADVISOR | $32,260 | — | $32,260 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,083 | — | $23,083 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGANSTANLEYSMITHBARNEYLLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,343
- Estimated Expense Ratio: 0.470% 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 | $55,343 | $32,260 | — | — | — |
| 2023 | $46,380 | — | — | — | — |
| 2022 | $52,031 | — | — | — | — |