Plan Snapshot
- Plan Sponsor: Orlando Health, INC.
- Sponsor EIN: 591726273
- Sponsor Address: 1414 KUHL AVENUE, ORLANDO, FL, 328062093
- Plan Type: 401(k)
- Total Participants: 10,132
- Total Assets: $458.0M
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 | 10,132 | $458.0M | $0 | $0 |
| 2023 | 27,976 | $441.3M | $0 | $0 |
| 2022 | 26,077 | $418.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $441,858 | — | $441,858 |
| CAP FINANCIAL PARTNERS, LLC | INV. ADVISORY | $52,012 | — | $52,012 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $493,870
- Estimated Expense Ratio: 0.108% 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 | $493,869 | — | $900 | — | — |
| 2023 | $466,803 | $37,997 | $2,700 | — | — |
| 2022 | $459,713 | — | — | — | — |