# Orion South, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orion-south-inc-401k-plan

> Orion South, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orion South, INC.

- **Sponsor EIN:** 720485984

- **Sponsor Address:** 721 GOVERNOR NICHOLLS ST., NEW ORLEANS, LA, 70116

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $4.8M

## 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|0|$4.8M|$63,319|$183,873|

| 2023|162|$19.5M|$260,109|$737,436|

| 2022|223|$22.3M|$475,661|$995,137|

## 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|

| LEGLUE & COMPANY CPAS, LLC|Auditor|$893|—|$893|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $893

- **Estimated Expense Ratio:** 0.019% 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|$41,504|$25,679|—|$893|—|

| 2023|$60,998|$38,039|—|—|—|

| 2022|$75,744|—|—|—|—|

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