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Original filing (PDF)20250929151355NAL0027101218001
ORBIS SIBRO, INC.
Form 5500
FILING_RECEIVED
ORBIS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
473
Accounts w/ balance
488
Plan assets (EOY)
$31.8M
Net assets (EOY)
$31.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly 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 ORBIS SIBRO, INC..
Plan sponsor
Name
ORBIS SIBRO, INC.
EIN
57-1109339
Address
238 ALBEMARLE RD · CHARLESTON, SC · 29407
Phone
(843) 971-9390
Industry
Engineering Services· 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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
JONES, POUNDER & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
Investments
19 direct securities · 15 pooled funds· $31.6M(99% 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
$21.1M
14 holdings
Uncategorized
$10.4M
19 holdings
Pooled Separate Account
$84K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.0M | 12.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.7M | 11.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 9.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 7.9% | |
| Vanguard 500 Index Admiral Fd | — | — | — | $2.3M | 7.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 7.0% | |
| Vanguard Growth Index Adm Fund | — | — | — | $2.1M | 6.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.0M | 6.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.0M | 6.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $960K | 3.0% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | — | — | — | $836K | 2.6% | |
| Vanguard Value Index Adm Fund | — | — | — | $736K | 2.3% | |
| American Funds AmerMut R6 Fd | — | — | — | $727K | 2.3% | |
| MFS Growth R6 Fund | — | — | — | $478K | 1.5% | |
| Participant Loans | — | — | — | $413K | 1.3% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | — | $413K | 1.3% | |
| PIMCO Income Institutional Fd | — | — | — | $407K | 1.3% | |
| Principal Guaranteed Option | — | — | — | $392K | 1.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $375K | 1.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $282K | 0.9% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $273K | 0.9% | |
| Vanguard Ext Mk Index Adm Fd | — | — | — | $249K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $248K | 0.8% | |
| JanusHenderson Triton N | — | — | — | $205K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $185K | 0.6% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | — | $175K | 0.6% | |
| Undisc Mgrs Behav Value R6 Fd | — | — | — | $153K | 0.5% | |
| Vangd Ttl Intl Bond Idx Adm Fd | — | — | — | $120K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $84K | 0.3% | |
| Vanguard Health Care Adm Fd | — | — | — | $62K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $58K | 0.2% | |
| JanusHenderson Blncd N | — | — | — | $46K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $25K | <0.1% | |
| MORLEY STABLE VAL CL 70-I FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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