# Orison Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/orison-holdings-llc-401k-plan

> Orison Holdings, LLC's 401(k) plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orison Holdings, LLC

- **Sponsor EIN:** 900885773

- **Sponsor Address:** 525 S. LOOP 288, SUITE 105, DENTON, TX, 76205

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

- **Total Participants:** 72

- **Total Assets:** $2.3M

## 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|72|$2.3M|$134,547|$247,488|

| 2023|64|$1.9M|$127,265|$234,046|

| 2022|130|$1.6M|$196,668|$383,160|

## 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|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-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|$219,062|—|$19,299|—|—|

| 2023|$304,593|—|$15,837|—|—|

| 2022|$24,635|—|—|—|—|

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