Plan Snapshot
- Plan Sponsor: Orsini Pharmaceutical Services, LLC
- Sponsor EIN: 320108171
- Sponsor Address: 1111 NICHOLAS BLVD, ELK GROVE VILLAGE, IL, 60007
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $7.6M
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 | 370 | $7.6M | $217,461 | $1.2M |
| 2023 | 307 | $6.3M | $188,738 | $975,442 |
| 2022 | 251 | $4.6M | $166,474 | $728,858 |
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 O | RECORDKEEPER | $37,077 | — | $37,077 |
| PROSPERA FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $17,197 | — | $17,197 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,504 | — | $9,504 |
| SASSETTI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SASSETTI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,778
- Estimated Expense Ratio: 0.836% 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 | $63,785 | $26,701 | — | — | — |
| 2023 | $43,750 | $18,627 | — | — | — |
| 2022 | $36,414 | $15,448 | $20,966 | — | — |