Original filing (PDF)20251014110001NAL0001271379001

ORBITAL ENGINEERING, INC.

Name: ORBITAL ENGINEERING, INC. — ORBITAL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ORBITAL ENGINEERING, INC.

Form 5500

FILING_RECEIVED

ORBITAL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

594

Accounts w/ balance

873

Plan assets (EOY)

$36.5M

Net assets (EOY)

$36.5M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

53 bps in Schedule C fees — 82% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORBITAL ENGINEERING, INC..

Plan sponsor

Name

ORBITAL ENGINEERING, INC.

EIN

25-1199560

Address

1344 5TH AVENUE · PITTSBURGH, PA · 15219

Phone

(412) 261-9100

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-10-14

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)

Audit & trust (Schedule H)

Auditor

SISTERSON & CO. LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$62K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGER	$30K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
METRO BENEFITS, INC.	—	PITTSBURGH, PA	CONTRACT ADMIN	$25K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
SISTERSON & CO LLP	—	PITTSBURGH, PA	AUDITOR	$27K	—

Investments

37 direct securities· $36.5M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard 500 Index Fund - Admiral Class Mutual fund	—	—	—	$6.3M	17.4%
T. Rowe Price Retirement Balanced I Fund - I Class Mutual fund	—	—	—	$3.1M	8.5%
T. Rowe Price Retirement I 2035 - I Class Mutual fund	—	—	—	$2.1M	5.7%
JPMorgan Large Cap Growth - Class R6 Mutual fund	—	—	—	$2.0M	5.4%
T. Rowe Price Retirement I 2055 - I Class Mutual fund	—	—	—	$1.9M	5.3%
American Funds EuroPacific Growth Fund R6 Mutual fund	—	—	—	$1.7M	4.6%
Invesco Comstock Fund - Class R6 Mutual fund	—	—	—	$1.4M	3.7%
BlackRock Global Allocation Fund, Inc. - Investor K Class Mutual fund	—	—	—	$1.3M	3.5%
Fidelity Mid-Cap Index Fund Mutual fund	—	—	—	$1.2M	3.4%
T. Rowe Price Retirement I 2045 - I Class Mutual fund	—	—	—	$1.2M	3.4%
Fidelity International Index Fund Mutual fund	—	—	—	$1.1M	3.1%
Empower Guaranteed Fixed Fund - Series Class I Fixed account	—	—	—	$1.0M	2.8%
T. Rowe Price Retirement I 2050 - I Class Mutual fund	—	—	—	$982K	2.7%
Western Asset Core Bond - IS Class Mutual fund	—	—	—	$835K	2.3%
Invesco Oppenheimer Gold & Special Minerals Fund - Class I Mutual fund	—	—	—	$751K	2.1%
AB Discovery Growth Fund - Z Class Mutual fund	—	—	—	$744K	2.0%
Fidelity Small Cap Index Fund Mutual fund	—	—	—	$740K	2.0%
American Century Mid-Cap Value - Class R6 Mutual fund	—	—	—	$728K	2.0%
JPMorgan Government Bond - Class R6 Mutual fund	—	—	—	$714K	2.0%
Invesco Oppenheimer Global Fund Class R6 Mutual fund	—	—	—	$706K	1.9%
T. Rowe Price Retirement 2025 - I Class Mutual fund	—	—	—	$593K	1.6%
T. Rowe Price Retirement I 2020 - I Class Mutual fund	—	—	—	$589K	1.6%
T. Rowe Price Retirement I 2030 - I Class Mutual fund	—	—	—	$578K	1.6%
T. Rowe Price Retirement I 2060 - I Class Mutual fund	—	—	—	$517K	1.4%
BlackRock Health Sciences Opportunities Fund - Class K Mutual fund	—	—	—	$508K	1.4%
PGIM Jennison Small Company Fund- Class R6 Mutual fund	—	—	—	$487K	1.3%
Putnam Dynamic Asset Allocation Growth Fund - Class R6 Mutual fund	—	—	—	$480K	1.3%
T. Rowe Price Retirement I 2040 - I Class Mutual fund	—	—	—	$445K	1.2%
Participant loans Interest rates ranging from 3.25% to 9.50%	—	—	—	$340K	0.9%
Invesco Real Estate Fund - Class R6 Mutual fund	—	—	—	$314K	0.9%
Janus Henderson Small Cap Value - N Class Mutual fund	—	—	—	$268K	0.7%
Pimco Income Fund Institutional Class Mutual fund	—	—	—	$240K	0.7%
Invesco Oppenheimer International Bond Fund Class R6 Mutual fund	—	—	—	$158K	0.4%
Fidelity Advisor Materials - Z Class Mutual fund	—	—	—	$122K	0.3%
MFS Utilities Fund Class R6 Mutual fund	—	—	—	$117K	0.3%
Putnam Dynamic Asset Allocation Balanced Fund - Class R6 Mutual fund	—	—	—	$97K	0.3%
Putnam Dynamic Asset Allocation Conservative Fund - Class R6 Mutual fund	—	—	—	$53K	0.1%