How big is Orchard Securities, LLC's plan?

Orchard Securities, LLC's plan reported $2.1M in assets and 30 participants for 2024.

Original filing (PDF)20250728122140NAL0001522177001

Orchard Securities, LLC

Name: Orchard Securities, LLC — Retirement Income Security, Form 5500 (2024)
Creator: Orchard Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Orchard Securities

401(k) retirement plan · Orchard Securities, LLC's Retirement Income Security Plan-Orchard Securities held $2.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Steven Stout signed Orchard Securities, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Orchard Securities, LLC's EIN is 20-3674320.

EIN 20-3674320

Plan number 001

Plan year 2024

ACK ID 20250728122140NAL0001522177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orchard Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orchard Securities, 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 ORCHARD SECURITIES, 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