# Orr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orr-inc-401k-plan-001-3216

> Orr, INC.'s 401(k) plan: 1,217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orr, INC.

- **Sponsor EIN:** 710393216

- **Sponsor Address:** 4545 NORTH STATE LINE AVENUE, TEXARKANA, TX, 75503

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

- **Total Participants:** 1,217

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|1,217|$10.1M|$0|$946,972|

| 2023|1,260|$9.3M|$0|$1.1M|

| 2022|1,381|$7.6M|$0|$1.1M|

## 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|$64,893|—|$64,893|

| LINSCO/PRIVATE LEDGER CORP|BROKER/ADVISER|—|$32,642|$32,642|

| WILF & HENDERSON|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,535

- **Estimated Expense Ratio:** 0.965% 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|$69,484|$4,591|—|—|—|

| 2023|$59,449|$3,581|—|—|—|

| 2022|$56,814|—|$56,814|—|—|

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