Original filing (PDF)20251013060427NAL0001815010001

Orville's Appliance, Inc.

Name: Orville's Appliance, Inc. — Orville's Appliance, Form 5500 (2024)
Creator: Orville's Appliance, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Orville's Appliance, Inc. 401(k) Plan

401(k) retirement plan · Orville's Appliance, Inc.'s Orville's Appliance, Inc. 401(k) Plan held $20.2M in plan assets for 173 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

173

Accounts w/ balance

117

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

How this plan invests

This plan

1 collective trust

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORVILLE'S APPLIANCE, INC..

Plan sponsor

Name

ORVILLE'S APPLIANCE, INC.

EIN

16-0904439all filings

Address

3979 WALDEN AVENUE · LANCASTER, NY · 14086

Phone

(716) 601-0610

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$0	—

Investments

1 pooled fund· $3.5M(17% 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.