Plan Snapshot
- Plan Sponsor: Orthalign, INC.
- Sponsor EIN: 202011918
- Sponsor Address: 153 TECHNOLOGY DRIVE SUITE 100, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $6.1M
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 | 125 | $6.1M | $0 | $1.2M |
| 2023 | 121 | $4.3M | $0 | $921,480 |
| 2022 | 111 | $3.2M | $0 | $785,758 |
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 | $31,363 | — | $31,363 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $24,686 | — | $24,686 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,272 | — | $6,272 |
| EIDE BAILLY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,321
- Estimated Expense Ratio: 1.022% 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 | $62,321 | $30,958 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |