Back to filter
Original filing (PDF)20251016142136NAL0008343520001
ORBITAL INSIGHT, INC.
Form 5500
FILING_RECEIVED
ORBITAL INSIGHT 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
95
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
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 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORBITAL INSIGHT, INC..
Plan sponsor
Name
ORBITAL INSIGHT, INC.
EIN
46-4459168
Address
3000 EI CAMINO REAL BLDG 5 · SUITE 350 · PALO ALTO, CA · 94306
Phone
(408) 710-0095
Industry
Information / Tech / Mediasee 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
2025-10-16
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Investments
31 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 22.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.0M | 15.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $678K | 9.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $647K | 9.4% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $530K | 7.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $364K | 5.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $326K | 4.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $306K | 4.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $220K | 3.2% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $213K | 3.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $162K | 2.4% | |
| Dodge & Cox Stock Fund I Dodge & Cox 0 | — | — | — | $116K | 1.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $106K | 1.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $99K | 1.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $93K | 1.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $59K | 0.9% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $59K | 0.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $54K | 0.8% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $41K | 0.6% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $35K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $28K | 0.4% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $22K | 0.3% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $19K | 0.3% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $18K | 0.3% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $16K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $13K | 0.2% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $12K | 0.2% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $11K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| Janus Henderson Triton N Janus 0 | — | — | — | $7K | 0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Information / Tech / Media plans
WILDBRAIN LTD
WILDBRAIN LTD RETIREMENT SAVINGS PLAN
$6.8M · 86 participants
KERASOTES SHOWPLACE THEATRES, LL
KERASOTES SHOWPLACE THEATRES 401(K) SAVINGS PLAN
$6.9M · 214 participants
SMARTPOST SOUNDPACKAGES, INC.
SMART SOUND PACKAGES, INC.401(K) RETIREMENT PLAN
$6.8M · 109 participants
OEDIPUS PRODUCTIONS, INC.
OEDIPUS PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN
$6.7M · 2 participants
MOB SCENE, LLC
MOB SCENE 401(K) PLAN
$7.0M · 57 participants
BARWOOD FILMS, LTD.
BARWOOD FILMS, LTD. DEFINED BENEFIT PENSION PLAN
$6.7M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B