# Orthotic Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orthotic-holdings-inc-401k-plan

> Orthotic Holdings, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthotic Holdings, INC.

- **Sponsor EIN:** 263487947

- **Sponsor Address:** 4825 EAST INGRAM STREET, MESA, AZ, 85205

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|133|$7.6M|$307,546|$505,225|

| 2023|170|$6.8M|$361,279|$571,482|

| 2022|159|$5.7M|$280,790|$482,943|

## 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|

| AAFCPAS, INC|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|$4,800|—|$3,800|—|—|

| 2023|$4,000|—|—|—|—|

| 2022|$7,525|—|—|—|—|

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