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Original filing (PDF)20250926145840NAL0004063811001
ORANGEBOX ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
ORANGEBOX ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
220
Accounts w/ balance
335
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGEBOX ENTERPRISES, INC..
Plan sponsor
Name
ORANGEBOX ENTERPRISES, INC.
EIN
47-2536042
Address
17319 SAN PEDRO AVENUE · SUITE 318 · SAN ANTONIO, TX · 78232
Phone
(210) 494-0659
Industry
Real Estatesee 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
2025-09-26
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $5.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.6M
21 holdings
Pooled Separate Account
$2.5M
1 holding
Pooled Separate Accounts
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 93.3% | |
| 6 Voya Retirement Insurance and Annuity Co Vanguard 500 Index Fund | — | — | — | $355K | 13.5% | |
| 16 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2050 Fund | — | — | — | $352K | 13.4% | |
| 15 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2045 Fund | — | — | — | $289K | 10.9% | |
| 13 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2035 Fund | — | — | — | $231K | 8.8% | |
| 8 Voya Retirement Insurance and Annuity Co Vanguard Small-Cap Index Fund | — | — | — | $222K | 8.4% | |
| 17 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2055 Fund | — | — | — | $182K | 6.9% | |
| 14 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2040 Fund | — | — | — | $153K | 5.8% | |
| Insurance contract 21 * Voya Retirement Insurance and Annuity Co Voya Fixed Account | — | — | — | $125K | 4.7% | |
| 3 Voya Retirement Insurance and Annuity Co MFS International Diversification Fund | — | — | — | $94K | 3.6% | |
| 12 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2030 Fund | — | — | — | $93K | 3.5% | |
| 18 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2060 Fund | — | — | — | $90K | 3.4% | |
| 20 * Voya Retirement Insurance and Annuity Co Voya Index Solution Income Fund | — | — | — | $84K | 3.2% | |
| 7 Voya Retirement Insurance and Annuity Co Vanguard Emerging Markets Stock Index Fund | — | — | — | $77K | 2.9% | |
| 5 Voya Retirement Insurance and Annuity Co MFS Value Fund | — | — | — | $53K | 2.0% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | — | — | — | $51K | 1.9% | |
| s 1 Voya Retirement Insurance and Annuity Co DFA Global Real Estate Securities Portfolio | Pooled Separate Accounts | — | — | $50K | 1.9% | |
| 4 Voya Retirement Insurance and Annuity Co MFS Total Return Bond Fund | — | — | — | $41K | 1.6% | |
| 11 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2025 Fund | — | — | — | $35K | 1.3% | |
| 10 * Voya Retirement Insurance and Annuity Co Voya Government Money Market Fund | — | — | — | $21K | 0.8% | |
| 19 * Voya Retirement Insurance and Annuity Co Voya Index Solution 2065 Fund | — | — | — | $18K | 0.7% | |
| 2 Voya Retirement Insurance and Annuity Co DFA Inflation-Protected Securities Portfolio | — | — | — | $16K | 0.6% | |
| 9 * Voya Retirement Insurance and Annuity Co Voya Global Bond Fund | — | — | — | $4K | 0.2% |
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