Plan Snapshot
- Plan Sponsor: Ortho Development Corporation
- Sponsor EIN: 870529573
- Sponsor Address: 12187 S. BUSINESS PARK DRIVE, DRAPER, UT, 84020
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 212 | $17.0M | $494,696 | $1.1M |
| 2023 | 183 | $14.8M | $466,847 | $1.0M |
| 2022 | 169 | $11.1M | $442,189 | $978,921 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $5,500 | $3,099 | — | — | — |
| 2023 | $4,316 | $2,441 | — | — | — |
| 2022 | $3,983 | $2,189 | — | — | — |