Original filing (PDF)20250412220516NAL0025722897083

ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC

Name: ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC — ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC.

Plan sponsor

Name

ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC

EIN

47-4686449

Address

250 W. 55TH ST. · FL 11 · NEW YORK, NY · 10019

Phone

(212) 658-0732

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ACCOUNT CONSULTING, LLC

ACCOUNT CONSULTING, LLC 401(K) SAVINGS PLAN

$1.9M · 3 participants

FRANK FINANCIAL SERVICES

FRANK FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

$1.9M · 3 participants

CHICAGO CAPITAL LLC

CHICAGO CAPITAL LLC CASH BALANCE PLAN

$1.9M · 4 participants

VSSA, LLC

VSSA, LLC PENSION PLAN

$1.9M · 3 participants

J.R. MURCHISON & PARTNERS LLC

J.R. MURCHISON & PARTNERS LLC 401(K) PLAN

$1.9M · 10 participants