Plan Snapshot
- Plan Sponsor: Orohealth Corporation
- Sponsor EIN: 942994776
- Sponsor Address: 2767 OLIVE HIGHWAY, OROVILLE, CA, 95966
- Plan Type: DC
- Total Participants: 1,497
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,497 | $26.5M | $0 | $0 |
| 2023 | 1,404 | $25.5M | $0 | $0 |
| 2022 | 1,107 | $24.4M | $8,430 | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | FINANCIAL ADVISOR | $188,427 | — | $188,427 |
| EGPS | TPA | $58,306 | — | $58,306 |
| ARMANINO LLP | AUDITOR | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — FINANCIAL ADVISOR
- ARMANINO LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $271,933
- Estimated Expense Ratio: 1.024% 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 | $271,933 | $188,427 | $83,506 | — | — |
| 2023 | $288,310 | $175,494 | $112,816 | — | — |
| 2022 | $270,910 | $180,381 | $90,529 | — | — |