Plan Ledger DOL Form 5500 · updated monthly

Orchard Software Corporation401(k)

ORCHARD SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · CARMEL, IN · plan year 2024

Reported admin expense ratio · 2024
0.40%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Orchard Software Corporation reported $118,523 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,695 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 407th-largest of 1,562 plans among Indiana employers on file, and the 3,920th of 11,654 in professional & technical services. In 2024, employees put in $3.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,409,738
Participants with balances338
Active participants263
Employer contributions$708,816
Employee contributions$2,803,106
Employer contribution per active participant$2,695
Average account balance$95,887
Benefits paid to participants$1,114,901
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $431K emplr
2024$32.4M · 338 accts · $709K emplr
2023$26.2M · 342 accts · $750K emplr
2022$22.7M · 364 accts · $763K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,791
Total administrative$118,523
The Orchard Software Corporation 401(k) match · 2024
Employer contribution per active participant$2,695
Median for plans this size$2,416
2025$39,220 per active participant
2024$2,695 per active participant
2023$2,767 per active participant
2022$2,631 per active participant

Orchard Software Corporation's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$63,733
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,790

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$118,523 · 0.40%
2023$99,682 · 0.41%
2022$99,498 · 0.41%
Same employer
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Ratio States, LLC IN$34.5M · 0.21%
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Fusion Alliance, LLC IN$33.7M · 0.31%
Employ, Inc. IN$32.3M · 0.74%
Resultant, LLC IN$31.1M · 0.52%
Project Associates, Inc. IN$30.9M · 0.12%
Highpoint Digital, Inc. IN$30.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351890652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.