Plan Ledger DOL Form 5500 · updated monthly

Orchards Mi, LLC401(k)

ORCHARDS MI, LLC 401(K) PLAN · HARPER WOODS, MI · plan year 2024

Reported admin expense ratio · 2024
9.11%

Orchards Mi, LLC reported $97,789 in plan administrative expenses for 2024: 9.11% of average plan assets, higher than ~90% of peers. 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 2 years on file its reported administrative ratio rose from 0.06% to 9.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Michigan (2,451st of 2,619), and 10,630th of 11,911 in health care & social assistance. active participation has grown from 610 to 1,595 since 2022.

Plan summary
Net assets, end of year$1,304,509
Participants with balances1,020
Active participants1,595
Employer contributions—
Employee contributions$977,136
Employer contribution per active participant—
Average account balance$1,279
Benefits paid to participants$510,380
Plan auditUnmodified (clean) audit opinion
AuditorALAN GOODMAN CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 1,020 accts
2023$843K · 895 accts
2022$187K · 526 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,789
Total administrative$97,789
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$97,790
ADP BROKER-DEALER · Other servicesindirect comp
CAMBRIDGE INVESTMENT RESEARCH INC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,789 · 9.11%
2023$85,328 · 16.57%
2022$104 · 0.06%
Similar plansHealth Care & Social Assistance · Michigan
Family Outreach Center MI$1.7M · 0.22%
Divined Company Inc MI$1.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873042948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.