# Orville'S Appliance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orville-s-appliance-inc-401k-plan

> Orville'S Appliance, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [LUMSDEN & MCCORMICK, LLP](https://planprovider.pro/provider/lumsden-and-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|—|—|—|—|

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