· 2022–2024 · DOL EFAST2

ORR & Associates — ORR & Associates 401(k) Profit, Form 5500 (2024)

Original filing (PDF)20250619071302NAL0007397586001

ORR & Associates

Form 5500-SF

FILING_RECEIVED

ORR & Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ORR & Associates' ORR & Associates 401(k) Profit Sharing Plan & Trust held $245K in plan assets for 6 participants in 2024.

Active participants

6

Accounts w/ balance

4

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

63

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORR & ASSOCIATES.

Plan sponsor

Name

ORR & ASSOCIATES

EIN

45-5288982all filings

Address

2839 PACES FERRY RD SE STE 340 · ATLANTA, GA · 303391757

Phone

(404) 525-3007

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Terrie Y. Prodhon CPA

TYP 401(k) Plan & Trust

$244K · 7 participants

A.T. Enterprises, Inc. d/b/a Deleo & Company

Deleo & Company 401(k) Plan

$244K · 4 participants

Houser Cook PLLC

Houser Cook 401(k) Plan

$245K · 5 participants

White Oak CPA, Inc.

White Oak CPA 401(k) Plan

$244K · 5 participants

Balog and Associate CPAS

Balog and Associate CPAS 401(k) Plan

$245K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.