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Original filing (PDF)20250916132222NAL0001996225001
ORASURE TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
ORASURE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
357
Accounts w/ balance
510
Plan assets (EOY)
$55.5M
Net assets (EOY)
$55.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORASURE TECHNOLOGIES INC..
Plan sponsor
Name
ORASURE TECHNOLOGIES INC.
EIN
36-4370966
Address
220 EAST FIRST STREET · BETHLEHEM, PA · 18015
Phone
(610) 882-1820
Industry
Manufacturingsee 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
2025-09-16
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
Investments
30 direct securities · 1 pooled fund· $55.0M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$53.8M
30 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Fund | — | — | — | $6.5M | 11.7% | |
| Fidelity Freedom Blend 2030 Fund | — | — | — | $4.8M | 8.7% | |
| Fidelity Freedom Blend 2040 Fund | — | — | — | $4.7M | 8.4% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $4.2M | 7.6% | |
| Fidelity 500 Index Fund | — | — | — | $4.1M | 7.4% | |
| Fidelity Freedom Blend 2035 Fund | — | — | — | $3.6M | 6.4% | |
| Fidelity Freedom Blend 2045 Fund | — | — | — | $3.1M | 5.5% | |
| Fidelity Freedom Blend 2055 Fund | — | — | — | $2.7M | 4.8% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $2.3M | 4.2% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $2.0M | 3.6% | |
| Fidelity Freedom Blend 2050 Fund | — | — | — | $1.8M | 3.3% | |
| Fidelity Freedom Blend 2025 Fund | — | — | — | $1.7M | 3.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.7M | 3.0% | |
| Fidelity International Index Fund | — | — | — | $1.5M | 2.8% | |
| Fidelity Diversified International K Fund | — | — | — | $1.5M | 2.7% | |
| Baird Core Plus Bond Fund | — | — | — | $1.2M | 2.2% | |
| Fidelity Managed Income Portfolio | — | — | — | $1.1M | 2.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| Vanguard Selected Value Fund Investor Shares | — | — | — | $1.1M | 1.9% | |
| Fidelity Freedom Blend 2020 Fund | — | — | — | $779K | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $613K | 1.1% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class | — | — | — | $536K | 1.0% | |
| Fidelity Freedom Blend 2065 Fund | — | — | — | $498K | 0.9% | |
| Notes Receivable from Participants | — | — | — | $411K | 0.7% | |
| Fidelity Freedom Blend Income Fund | — | — | — | $335K | 0.6% | |
| Fidelity Government Income Fund | — | — | — | $308K | 0.6% | |
| DFA U.S. Small Cap Growth Portfolio Institutional Class | — | — | — | $298K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $227K | 0.4% | |
| Fidelity Freedom Blend 2010 Fund | — | — | — | $83K | 0.2% | |
| Fidelity Freedom Blend 2015 Fund | — | — | — | $70K | 0.1% | |
| Fidelity Govt MMKT | — | — | — | $40K | <0.1% |
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