ORION ADVISOR SOLUTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the ORION ADVISOR SOLUTIONS, INC. 401(k) plan — and how to find and check your own account.
The ORION ADVISOR SOLUTIONS, INC. 401(k) on its latest Form 5500
ORION ADVISOR SOLUTIONS, INC. (EIN 85-1837981) reports ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN on its most recent Form 5500, with $146.6M in plan assets across 1,361 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ORION ADVISOR SOLUTIONS, INC. filing — schedules, fees, and providers.
Who runs the ORION ADVISOR SOLUTIONS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ORION ADVISOR SOLUTIONS, INC. 401(k).
How to check your ORION ADVISOR SOLUTIONS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ORION ADVISOR SOLUTIONS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).