# Orlando Sports Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/orlando-sports-holdings-llc-401-401k-plan

> Orlando Sports Holdings LLC&#39;s 401(k) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orlando Sports Holdings LLC

- **Sponsor EIN:** 261550157

- **Sponsor Address:** 655 W CHURCH ST, ORLANDO, FL, 32805

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

- **Total Participants:** 246

- **Total Assets:** $3.4M

## 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|246|$3.4M|$0|$816,240|

| 2023|238|$2.2M|$0|$632,824|

| 2022|222|$1.4M|$0|$429,177|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$8,912|—|$8,912|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$6,983|—|$6,983|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$6,245|—|$6,245|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,140

- **Estimated Expense Ratio:** 0.660% 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|$23,008|$14,096|—|—|—|

| 2023|$11,513|$6,490|$3,005|—|—|

| 2022|$7,976|—|—|—|—|

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