Plan Snapshot
- Plan Sponsor: Orville'S Appliance, INC.
- Sponsor EIN: 160904439
- Sponsor Address: 3979 WALDEN AVENUE, LANCASTER, NY, 14086
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $20.2M
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 | 173 | $20.2M | $300,441 | $869,272 |
| 2023 | 155 | $17.6M | $302,966 | $831,244 |
| 2022 | 166 | $14.6M | $284,406 | $736,466 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | ADVISOR | — | $44,767 | $44,767 |
| LUMSDEN & MCCORMICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — ADVISOR
- LUMSDEN & MCCORMICK, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,767
- Estimated Expense Ratio: 0.222% of plan assets
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 | $1,600 | — | $1,200 | — | — |
| 2023 | $2,025 | — | $1,200 | — | — |
| 2022 | $675 | — | — | — | — |