Plan Snapshot
- Plan Sponsor: Orizon Aerostructures, LLC
- Sponsor EIN: 814067683
- Sponsor Address: 1200 MAIN STREET, SUITE 4000, KANSAS CITY, MO, 64105
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $19.8M
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 | 540 | $19.8M | $633,947 | $1.9M |
| 2023 | 568 | $17.0M | $616,671 | $1.8M |
| 2022 | 556 | $14.1M | $591,277 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | PLAN ADMINISTRATOR | $17,768 | — | $17,768 |
| RUBINBROWN LLP | ACCOUNTANT/AUDITOR | $13,800 | — | $13,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,568
- Estimated Expense Ratio: 0.159% 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 | $32,793 | $1,225 | — | $13,800 | — |
| 2023 | $38,516 | $240 | — | $20,450 | — |
| 2022 | $16,422 | — | — | — | — |