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Original filing (PDF)20250910110304NAL0035396464001
ORSINI PHARMACEUTICAL SERVICES, LLC
Form 5500
FILING_RECEIVED
THE ORSINI GROUP 401(K)
401(k) retirement plan
Signals · 1
~84 bps in Sched C fees
Active participants
370
Accounts w/ balance
253
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORSINI PHARMACEUTICAL SERVICES, LLC.
Plan sponsor
Name
ORSINI PHARMACEUTICAL SERVICES, LLC
EIN
32-0108171
Address
1111 NICHOLAS BLVD · ELK GROVE VILLAGE, IL · 60007
Phone
(847) 734-7373
Industry
Retail 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
2025-09-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SASSETTI LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | — | DALLAS, TX | INVESTMENT ADVISOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
32 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $1.3M | 16.8% | |
| T. Rowe Price Retirement 2035 Fund Registered Investment Company | — | — | — | $1.0M | 13.4% | |
| American Funds Europacific GR R6 Registered Investment Company | — | — | — | $552K | 7.2% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $509K | 6.7% | |
| JPMorgan Large Cap Growth Registered Investment Company | — | — | — | $482K | 6.3% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company | — | — | — | $366K | 4.8% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | — | — | — | $329K | 4.3% | |
| T. Rowe Price Retirement 2055 Fund Registered Investment Company | — | — | — | $326K | 4.3% | |
| Guaranteed Portfolio Fund Group Annuity Contract | — | — | — | $287K | 3.8% | |
| T. Rowe Price Retirement 2030 Fund Registered Investment Company | — | — | — | $266K | 3.5% | |
| Participant loans Interest rates range from 4.25 % to 9.50% - 0 - | — | — | — | $259K | 3.4% | |
| Pimco Income Instl Registered Investment Company | — | — | — | $222K | 2.9% | |
| T. Rowe Price Retirement 2045 Fund Registered Investment Company | — | — | — | $195K | 2.6% | |
| T. Rowe Price Retirement 2040 Fund Registered Investment Company | — | — | — | $145K | 1.9% | |
| DFA Real Estate Securities I Registered Investment Company | — | — | — | $144K | 1.9% | |
| Invesco Global Allocation R6 Registered Investment Company | — | — | — | $141K | 1.9% | |
| T. Rowe Price Retirement 2060 Fund Registered Investment Company | — | — | — | $139K | 1.8% | |
| JPMorgan US Research Enhanced Equity A Registered Investment Company | — | — | — | $137K | 1.8% | |
| T. Rowe Price Retirement 2025 Fund Registered Investment Company | — | — | — | $133K | 1.7% | |
| Empower International Value Inv Registered Investment Company | — | — | — | $115K | 1.5% | |
| Empower MOD Profile Fund Inst Registered Investment Company | — | — | — | $113K | 1.5% | |
| T. Rowe Price Retirement 2050 Fund Registered Investment Company | — | — | — | $104K | 1.4% | |
| Victory Sycamore Established Value R6 Registered Investment Company | — | — | — | $83K | 1.1% | |
| Putnam Large Cap Value Registered Investment Company | — | — | — | $56K | 0.7% | |
| Principal Midcap Growth Inst Registered Investment Company | — | — | — | $55K | 0.7% | |
| Fidelity Multi-Asset Index Fund Registered Investment Company | — | — | — | $45K | 0.6% | |
| Putnam Small Cap Growth R6 Registered Investment Company | — | — | — | $42K | 0.5% | |
| Pioneer Bond K Registered Investment Company | — | — | — | $31K | 0.4% | |
| Empower MOD CON Profile Fund Inst Registered Investment Company | — | — | — | $21K | 0.3% | |
| Empower Small Cap Value Inv Registered Investment Company | — | — | — | $14K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Registered Investment Company | — | — | — | $8K | 0.1% | |
| T. Rowe Price Retirement 2020 Fund Registered Investment Company | — | — | — | $1K | <0.1% |
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