Plan Ledger DOL Form 5500 · updated monthly

Orchestrate HR Inc dba Employers Direct Health Inc401(k)

ORCHESTRATE HR. 401(K) PLAN · ADDISON, TX · plan year 2022

Reported admin expense ratio · 2022
0.28%

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

Orchestrate HR Inc dba Employers Direct Health Inc reported $11,110 in plan administrative expenses for 2022: 0.28% of average plan assets, below the peer median. Employer contributions averaged $974 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,355th of 5,688), and 4,536th of 4,798 in finance & insurance. In 2022, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,815,455
Participants with balances72
Active participants105
Employer contributions$102,221
Employee contributions$427,490
Employer contribution per active participant$974
Average account balance$52,992
Benefits paid to participants$244,590
Plan auditUnmodified (clean) audit opinion
AuditorCOHNREZNICK LLO
Administrative expenses, itemized · 2022
Professional / advisory$11,110
Total administrative$11,110
The Orchestrate HR Inc dba Employers Direct Health Inc 401(k) match · 2022
Employer contribution per active participant$974
Median for plans this size$1,114

Orchestrate HR Inc dba Employers Direct Health Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,110 · 0.28%
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Source: U.S. Department of Labor, Form 5500 series, EIN 455355362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.