Plan Snapshot
- Plan Sponsor: Orlans P.C.
- Sponsor EIN: 383389922
- Sponsor Address: 1650 W BIG BEAVER ROAD, TROY, MI, 48007
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $13.7M
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 | 252 | $13.7M | $293,004 | $898,143 |
| 2023 | 226 | $11.8M | $263,348 | $804,154 |
| 2022 | 221 | $9.5M | $93,277 | $708,517 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
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 | $75,270 | $33,048 | — | — | — |
| 2023 | $66,722 | $31,795 | — | — | — |
| 2022 | $70,350 | $35,041 | — | — | $35,309 |