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Original filing (PDF)20250911091143NAL0000145315001
ORR CORPORATION
Form 5500
FILING_RECEIVED
ORR CORPORATION RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.9 moNo recordkeeper disclosed
Active participants
302
Accounts w/ balance
478
Plan assets (EOY)
$53.7M
Net assets (EOY)
$53.7M
How this plan invests
This plan
28 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.9 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORR CORPORATION.
Plan sponsor
Name
ORR CORPORATION
EIN
03-0412866
Address
2100 NELSON MILLER PARKWAY · LOUISVILLE, KY · 40223
Phone
(502) 774-6554
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
Investments
28 pooled funds· $52.7M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$28.4M
15 holdings
Common Collective Trust
$24.3M
13 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $7.2M | 13.5% |
| PRIN LIFETIME HYB 2040 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | $5.7M | 10.6% |
| PRIN LIFETIME HYB 2030 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | $5.2M | 9.6% |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | $5.1M | 9.4% |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $3.3M | 6.1% |
| PRIN SMCAP S&P 600 INDEX SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $2.9M | 5.5% |
| PRIN LIFETIME HYB 2035 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | $2.6M | 4.9% |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | $2.5M | 4.7% |
| PRIN LIFETIME HYB 2045 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | $2.3M | 4.2% |
| PRIN LIFETIME HYB 2050 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | $2.2M | 4.0% |
| PRIN LIFETIME HYB 2025 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | $2.1M | 3.8% |
| PRIN LIFETIME HYB 2020 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | $1.4M | 2.6% |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $1.3M | 2.4% |
| PRIN LIFETIME HYB INC CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | $1.3M | 2.4% |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $1.2M | 2.2% |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | $1.1M | 2.1% |
| PRIN DIV INTL SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | $1.0M | 1.9% |
| PRIN LIFETIME HYB 2055 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | $958K | 1.8% |
| PRIN GOVT&HQBND SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $774K | 1.4% |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $766K | 1.4% |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $479K | 0.9% |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | $470K | 0.9% |
| PRIN LIFETIME HYB 2060 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | $333K | 0.6% |
| PRIN LARGECAP VALUE III SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | $230K | 0.4% |
| PRIN LIFETIME HYB 2015 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | $154K | 0.3% |
| PRIN LIFETIME HYB 2065 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | $106K | 0.2% |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | $67K | 0.1% |
| PRIN LIFETIME HYB 2070 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | $48K | <0.1% |