How big is Orion Partners LLC's plan?

Orion Partners LLC's plan reported $708K in assets and 21 participants for 2024.

Original filing (PDF)20250926100126NAL0003939027001

Orion Partners LLC

Name: Orion Partners LLC — Orion Partners LLC 401(k) Plan, Form 5500 (2024)
Creator: Orion Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orion Partners LLC 401(k) Plan

401(k) retirement plan · Orion Partners LLC's Orion Partners LLC 401(k) Plan held $708K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

Plan identifiers

Orion Partners LLC's EIN is 27-5359862.

EIN 27-5359862

Plan number 001

Plan year 2024

ACK ID 20250926100126NAL0003939027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Orion Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ORION PARTNERS LLC

EIN

all filings

Address

P O BOX 674 · OCONOMOWOC, WI · 53066

Phone

(608) 348-5373

Industry

Transportation & Warehousing

Plan administrator