Plan Snapshot
- Plan Sponsor: Orthomerica Products, INC.
- Sponsor EIN: 330343239
- Sponsor Address: 6333 NORTH ORANGE BLOSSOM TRAIL, ORLANDO, FL, 32810
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $23.1M
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 | 212 | $23.1M | $225,310 | $1.0M |
| 2023 | 229 | $20.9M | $222,183 | $960,994 |
| 2022 | 227 | $18.0M | $206,655 | $967,540 |
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 |
|---|---|---|---|---|
| FRAZIER AND DEETER | 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 | $108,743 | $3,859 | $94,640 | — | — |
| 2023 | $86,473 | $11,237 | — | — | — |
| 2022 | $91,517 | — | $91,517 | — | — |