Plan Snapshot
- Plan Sponsor: Orion Project Services
- Sponsor EIN: 141855927
- Sponsor Address: 1300 W SAM HOUSTON PARKWAY S, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $9.1M
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 | 178 | $9.1M | $217,711 | $967,551 |
| 2023 | 282 | $7.4M | $247,246 | $1.1M |
| 2022 | 214 | $5.4M | $182,020 | $928,751 |
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 |
|---|---|---|---|---|
| FITTS, ROBERTS, KOLKHORST & CO., PC | Auditor | — | — | $0 |
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 | $3,407 | — | $3,407 | — | — |
| 2023 | $5,082 | — | $5,082 | — | — |
| 2022 | $2,927 | — | $2,927 | — | — |