# Orthalign, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orthalign-inc-401k-plan

> Orthalign, INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/eide-bailly-llp) — 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|—|—|—|—|—|

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