Original filing (PDF)20250820180520NAL0006103376001

ORION TRADING COMPANY

Name: ORION TRADING COMPANY — ORION TRADING COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORION TRADING COMPANY

Form 5500-SF

FILING_RECEIVED

ORION TRADING COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$641K

Net assets (EOY)

$641K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORION TRADING COMPANY.

Plan sponsor

Name

ORION TRADING COMPANY

EIN

20-4040064

Address

2888 VIA CONQUISTADOR · CARLSBAD, CA · 92009

Phone

(760) 230-2003

Industry

Farm Supplies Merchant Wholesalers· Wholesale Tradesee all

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

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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