Plan Snapshot
- Plan Sponsor: Ortho Molecular Products, INC.
- Sponsor EIN: 391558890
- Sponsor Address: 540 N. NORTHWEST HWY SUITE 200, LAKE BARRINGTON, IL, 60010
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $35.7M
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 | 438 | $35.7M | $1.1M | $3.2M |
| 2023 | 391 | $30.0M | $941,669 | $2.8M |
| 2022 | 362 | $23.8M | $700,171 | $2.5M |
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 |
|---|---|---|---|---|
| WEISS & COMPANY LLP | 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 | $96,444 | $94,581 | — | — | — |
| 2023 | $77,108 | $75,495 | — | — | — |
| 2022 | $76,225 | — | — | — | — |