AMY Wentrack signed Orbis Holdings Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orbis Holdings Group, LLC's EIN is 38-3279069.
Download the official 2024 Form 5500 (PDF) for Orbis Holdings Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orbis Holdings Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDING SECURITIES, INC. | 91-1802259 | — | INVESTMENT ADVISORY- PLAN | $20K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3.4M | 43.4% | |
| Allspring Global Investments | Other securities | — | — | $745K | 9.5% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $745K | 9.5% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $670K | 8.5% | |
| JPMorgan | Other securities | — | — | $612K | 7.8% | |
| Fidelity Investments | Mutual Funds | — | — | $603K | 7.7% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $568K | 7.2% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $549K | 7.0% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $544K | 6.9% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $359K | 4.6% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $308K | 3.9% | |
| Columbia Threadneedle Investments | Other securities | — | — | $262K | 3.3% | |
| American Century Investments | Other securities | — | — | $249K | 3.2% | |
| Fidelity Investments | Mutual Funds | — | — | $206K | 2.6% | |
| Thornburg Investment Management | Other securities | — | — | $178K | 2.3% | |
| Putnam Investments | Mutual Funds | — | — | $169K | 2.2% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $158K | 2.0% | |
| Thornburg Investment Management | Other securities | — | — | $154K | 2.0% | |
| Dodge & Cox | Mutual Funds | — | — | $134K | 1.7% | |
| Notes receivable from participants | Other securities | — | — | $113K | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $82K | 1.0% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $80K | 1.0% | |
| BlackRock | Other securities | — | — | $78K | 1.0% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $78K | 1.0% | |
| Fidelity Investments | Mutual Funds | — | — | $57K | 0.7% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $50K | 0.6% | |
| Fidelity Investments | Mutual Funds | — | — | $38K | 0.5% | |
| American Funds | Mutual Funds | — | — | $14K | 0.2% | |
| Cohen & Steers | Other securities | — | — | $12K | 0.2% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $10K | 0.1% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $4K | <0.1% | |
| Transamerica Life Insurance Co. | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | — | — | AUDIT | $57K | — |
