How big is ORLO Management's plan?

ORLO Management's plan reported $3.3M in assets and 126 participants for 2024.

Original filing (PDF)20250701141515NAL0012223105001

ORLO Management

Name: ORLO Management — The ORLO Fund 401(k) Plan, Form 5500 (2024)
Creator: ORLO Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The ORLO Fund 401(k) Plan

401(k) retirement plan · ORLO Management's The ORLO Fund 401(k) Plan held $3.3M in plan assets for 126 participants in 2024.

Signals · 1

No auditor on file

Active participants

126

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Luisa Jaramillo signed ORLO Management's 2024 Form 5500 as plan administrator.

Luisa Jaramillo — 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

ORLO Management's EIN is 26-4562632.

EIN 26-4562632

Plan number 001

Plan year 2024

ACK ID 20250701141515NAL0012223105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ORLO Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ORLO Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORLO MANAGEMENT.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score