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Original filing (PDF)20251014163225NAL0001653923001
ORION SYSTEMS INTEGRATORS LLC
Form 5500
FILING_RECEIVED
ORION SYSTEMS INTEGRATORS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
599
Accounts w/ balance
810
Plan assets (EOY)
$42.8M
Net assets (EOY)
$42.8M
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)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORION SYSTEMS INTEGRATORS LLC.
Plan sponsor
Name
ORION SYSTEMS INTEGRATORS LLC
EIN
36-4789591
Address
333 THORNALL STREET · SUITE 703 · EDISON, NJ · 08837
Phone
(732) 422-9922
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT RESOURCES INVESTMENT COR | 04-3464764 | — | INVESTMENT/FINANCIAL ADVI | $61K | — |
Investments
30 direct securities · 1 pooled fund· $42.3M(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.
Registered Investment Companies
$39.4M
30 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $6.4M | 15.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.7M | 13.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $4.1M | 9.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.7M | 8.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.9M | 6.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 6.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 5.6% | |
| PRI MID CAP S&P 400 INDEX R6 | Registered Investment Companies | — | — | $2.3M | 5.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 5.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 3.7% | |
| PRI SC S&P 600 INDEX - R6 | Registered Investment Companies | — | — | $1.1M | 2.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $877K | 2.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $869K | 2.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $853K | 2.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $760K | 1.8% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $458K | 1.1% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $430K | 1.0% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $404K | 0.9% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $388K | 0.9% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $274K | 0.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $235K | 0.5% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $153K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $115K | 0.3% | |
| MFS GROWTH ALLOCATION R6 | Registered Investment Companies | — | — | $78K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $37K | <0.1% | |
| MFS AGGRESSIVE GROWTH ALLOC R6 | Registered Investment Companies | — | — | $28K | <0.1% | |
| MFS CONS ALLOC R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| MFS MOD ALLOC FUND - R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% |
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