Plan Snapshot
- Plan Sponsor: Ortho Benefits Corp
- Sponsor EIN: 471797746
- Sponsor Address: 300 AVENUE OF THE CHAMPIONS, PALM BEACH GARDENS, FL, 33418
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $29.5M
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 | 202 | $29.5M | $621,343 | $959,527 |
| 2023 | 232 | $29.5M | $953,412 | $1.2M |
| 2022 | 293 | $37.3M | $1.6M | $1.3M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $131,666 | — | $131,666 | — | — |
| 2023 | $155,364 | — | $155,364 | — | — |
| 2022 | $170,222 | — | $170,222 | — | — |