Plan5500

Orion 401(K) Retirement Plan — Form 5500 plan (Orion)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orion 401(K) Retirement Plan is a benefit plan reported by Orion under EIN 71-0945404 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,013 participants and $68,267,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orion
EIN
71-0945404
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,013
End-of-year plan assets
$68,267,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,013H, C20240812180332NAL0005614851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,267,386
Total liabilities (EOY)
$0
Net assets (EOY)
$68,267,386
Net assets (BOY)
$58,134,507

Income & contributions

Employer contributions
$1,865,369
Participant contributions
$4,519,049
Total contributions
$7,780,483
Total income / additions
$16,747,053

Expenses & distributions

Benefits paid
$6,460,401
Administrative expenses
$52,705
Total expenses
$6,614,174
Net increase / (decrease)
$10,132,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Melton & Melton, LlpACCOUNTANT/AUDITOR$48,000not reported in the loaded dataset2023
Bok FinancialINVESTMENT ADVISOR$32,997not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$0$02023
Fidelity Investments InstitutionalRECORDKEEPER-$28,291$02023

Related Form 5500 pages