Plan Ledger DOL Form 5500 · updated monthly

Orchard Technologies, Inc401(k)

ORCHARD TECHNOLOGIES 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Orchard Technologies, Inc reported $49,477 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 rose from 0.32% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (3,438th of 5,648), and the 1,033rd of 2,096 in real estate & leasing. active participation has shrunk from 601 to 148 since 2022.

Plan summary
Net assets, end of year$11,258,568
Participants with balances312
Active participants148
Employer contributions$0
Employee contributions$1,114,924
Employer contribution per active participant$0
Average account balance$36,085
Benefits paid to participants$2,158,414
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY CO LLP
Plan history4
Yearassets · accounts · employer contribution
2025$11.3M · 312 accts
2024$10.5M · 358 accts
2023$10.2M · 475 accts
2022$8.7M · 820 accts · $364 emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$39,277
Audit (IQPA)$10,200
Total administrative$49,477
The Orchard Technologies, Inc 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Orchard Technologies, Inc's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,277
RICHEY MAY & CO LLP · Accounting / audit$10,200

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

Administrative cost history4
2025$49,477 · 0.46%
2024$44,525 · 0.43%
2023$44,931 · 0.48%
2022$28,021 · 0.32%
Same employer
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Thor Equities, LLC NY$11.8M · 0.57%
Relo Redac, Inc. NY$11.7M · 0.96%
Aion Management, LLC NY$11.3M · 1.10%
Extell Development Company NY$11.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822492032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.