Plan Snapshot
- Plan Sponsor: Orlando Science Center, INC.
- Sponsor EIN: 590896343
- Sponsor Address: 777 EAST PRINCETON STREET, ORLANDO, FL, 32803
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 156 | $5.5M | $168,919 | $380,922 |
| 2023 | 130 | $4.5M | $142,346 | $346,288 |
| 2022 | 108 | $3.2M | $120,194 | $304,587 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $10,472 | $7 | $10,479 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $9,791 | — | $9,791 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,270
- Estimated Expense Ratio: 0.367% 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 | $23,077 | $18,264 | $4,813 | — | — |
| 2023 | $17,724 | $13,109 | $4,615 | — | — |
| 2022 | $17,719 | $12,381 | $5,338 | — | — |