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Original filing (PDF)20251003162921NAL0002630048001
ORLANS P.C.
Form 5500
FILING_RECEIVED
ORLANS P.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
313
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORLANS P.C..
Plan sponsor
Name
ORLANS P.C.
EIN
38-3389922
Address
1650 W BIG BEAVER ROAD · P.O. BOX 5041 · TROY, MI · 48007
Phone
(248) 502-1540
Industry
Law Offices· 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | TPA | $37K | — |
Investments
13 direct securities · 17 pooled funds· $13.7M(100% 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.
Common Collective Trust
$9.5M
17 holdings
Uncategorized
$4.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2040 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $1.8M | 12.9% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.7M | 12.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.5M | 11.2% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.3M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2035 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.2M | 8.7% | |
| HABOR CAPITAL APPRECIATION HARBOR TRUST COMPANY · EIN 84-4022394 / PN 001 | Common Collective Trust | — | — | $988K | 7.2% | |
| T. Rowe Price T. Rowe Price Instl Mid-Cap Equity Growth | — | — | — | $634K | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $587K | 4.3% | |
| BlackRock Equity Dividend Cl I | — | — | — | $541K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $482K | 3.5% | |
| T .ROWE PRICE RETIREMENT 2025 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 101 | Common Collective Trust | — | — | $473K | 3.4% | |
| Vanguard Intl Growth Admiral | — | — | — | $329K | 2.4% | |
| PIMCO INCM FD INST CL | — | — | — | $294K | 2.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $245K | 1.8% | |
| FIAM CORE PLUS COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGER TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $212K | 1.5% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $185K | 1.3% | |
| American Beacon American Beacon Small Cap Val Inv | — | — | — | $164K | 1.2% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $157K | 1.1% | |
| T. Rowe Price T. Rowe Price QM US SM CAP Growth Equity I | — | — | — | $156K | 1.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $148K | 1.1% | |
| Vanguard Inflation Prot. SEC ADM | — | — | — | $144K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $128K | 0.9% | |
| MFS Set TR Xintl Value R3 | — | — | — | $102K | 0.7% | |
| JPMorgan Mid Cap Value L | — | — | — | $87K | 0.6% | |
| Fidelity Extended MKT Index Fund | — | — | — | $71K | 0.5% | |
| T ROWE PRICE RETIREMENT 2065 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $33K | 0.2% | |
| Charles Schwab** Money market fund - Schwab Government Money Fund Investor Share | — | — | — | $22K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $6K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2010 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $5K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 T. ROWE PRICE TRUST CO. · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $494 | <0.1% |
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