# Orlando Magic, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/orlando-magic-ltd-401k-plan

> Orlando Magic, Ltd.'s 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orlando Magic, Ltd.

- **Sponsor EIN:** 593089276

- **Sponsor Address:** 400 W. CHURCH ST., SUITE 250, ORLANDO, FL, 32801

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

- **Total Participants:** 333

- **Total Assets:** $39.0M

## 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|333|$39.0M|$911,145|$2.4M|

| 2023|308|$32.2M|$728,610|$1.9M|

| 2022|258|$25.9M|$675,346|$1.7M|

## 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|

| AMERIPRISE FINANCIAL SERVICES LLC|INVESTMENT ADVISOR|$45,150|—|$45,150|

| AMERIPRISE FINANCIAL INC DBA COLUMB|INVESTMENT ADVISOR|$25,245|—|$25,245|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$23,634|—|$23,634|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,513|—|$16,513|

| DAVIS GROUP PA|AUDITOR|$11,600|—|$11,600|

| THE DAVIS GROUP|Auditor|$11,600|—|$11,600|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,742

- **Estimated Expense Ratio:** 0.343% 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|$113,982|$86,908|—|$11,600|—|

| 2023|$88,430|$68,519|—|$11,000|—|

| 2022|$80,630|$62,266|$9,064|—|$9,300|

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