Original filing (PDF)20250505115222NAL0005148499001

OR SPECIALTIES LLC

Name: OR SPECIALTIES LLC — OR SPECIALTIES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: OR SPECIALTIES LLC

Form 5500-SF

FILING_RECEIVED

OR SPECIALTIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OR SPECIALTIES LLC.

Plan sponsor

Name

OR SPECIALTIES LLC

EIN

27-5523550

Address

470 JAMES ST STE 7 · NEW HAVEN, CT · 065133175

Phone

(203) 507-4159

Industry

All Other Professional 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

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

SUMMA MECHANICAL CONTRACTORS, INC.

SUMMA MECHANICAL CONTRACTORS, INC. 401K PLAN

$1.2M · 4 participants

OPTIMUM PHYSICAL THERAPY ASSOC

OPTIMUM PHYSICAL THERAPY ASSOC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 13 participants

TABDILI LLC

TABDILI LLC 401(K) PLAN

$1.2M · 4 participants

FEFA LLC

FEFA LLC 401(K) PLAN

$1.2M · 50 participants

KENTUCKY DISTILLERS ASSOCIATION

KENTUCKY DISTILLERS ASSOCIATION 401(K) PLAN

$1.2M · 9 participants