How big is Orbis Financial Solutions Group, LLC's plan?

Orbis Financial Solutions Group, LLC's plan reported $1.5M in assets and 2 participants for 2025.

Original filing (PDF)20260213174217NAL0001788994001

Orbis Financial Solutions Group, LLC

Name: Orbis Financial Solutions Group, LLC — Orbis Financi, Form 5500 (2025)
Creator: Orbis Financial Solutions Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orbis Financial Solutions Group, LLC 401 K Program

401(k) retirement plan · Orbis Financial Solutions Group, LLC's Orbis Financial Solutions Group, LLC 401 K Program held $1.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

John Donnelly signed Orbis Financial Solutions Group, LLC's 2025 Form 5500 as plan administrator.

John Donnelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Orbis Financial Solutions Group, LLC's EIN is 04-3555383.

EIN 04-3555383

Plan number 002

Plan year 2025

ACK ID 20260213174217NAL0001788994001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Orbis Financial Solutions Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Orbis Financial Solutions Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORBIS FINANCIAL SOLUTIONS GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ORBIS FINANCIAL SOLUTIONS GROUP, LLC

EIN

all filings

Address

PO BOX 1604 · DUXBURY, MA · 02331

Phone

(201) 921-9225

Industry

Professional & Technical Services

Plan administrator