# Orlando/Orange County Convention & Visitors Bureau, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orlando-orange-county-convention-visitors-bureau-inc-401k-plan

> Orlando/Orange County Convention & Visitors Bureau, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orlando/Orange County Convention & Visitors Bureau, INC.

- **Sponsor EIN:** 592395248

- **Sponsor Address:** 6277 SEAHARBOR DRIVE SUITE 400, ORLANDO, FL, 32821

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

- **Total Participants:** 165

- **Total Assets:** $35.8M

## 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|165|$35.8M|$1.1M|$1.6M|

| 2023|159|$33.4M|$1.1M|$1.4M|

| 2022|143|$30.2M|$936,027|$1.2M|

## 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|

| WITHUMSMITH + BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH + BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|$32,844|—|—|—|—|

| 2023|$29,107|—|—|—|—|

| 2022|$30,983|—|$30,983|—|—|

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