Plan Snapshot
- Plan Sponsor: Sp Orian, LLC
- Sponsor EIN: 883435833
- Sponsor Address: 2415 HWY 81 N, ANDERSON, SC, 29621
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $4.9M
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 | 100 | $4.9M | $159,183 | $519,600 |
| 2023 | 176 | $5.0M | $187,196 | $537,137 |
| 2022 | 183 | $3.3M | $14,329 | $49,279 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $94,652 | $13,993 | $80,659 | — | — |
| 2023 | $75,677 | $3,499 | $72,178 | — | — |
| 2022 | $2,126 | — | $2,126 | — | — |