Beverly Leaf signed Orange Business Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orange Business Services' EIN is 58-2261454.
Download the official 2024 Form 5500 (PDF) for Orange Business Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orange Business Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $143K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP BLUE CHIP GROWTH FUND T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $110.9M | 23.4% | |
| Vanguard Institutional Index Mutual Funds | Mutual Funds | — | — | $58.9M | 12.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $38.7M | 8.2% | |
| T. Rowe Price Instl Mid-Cap Equity Fund Mutual Funds | Other securities | — | — | $32.4M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $26.7M | 5.6% | |
| T. ROWE PRICE EQUITY INCOME TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $24.3M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $23.4M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $19.2M | 4.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $18.0M | 3.8% | |
| Vanguard Total Bond Index Adm Mutual Funds | Mutual Funds | — | — | $16.8M | 3.6% | |
| TRP U.S. SMALL-CAP VALUE EQ. TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $14.8M | 3.1% | |
| Vanguard Europacific Growth Fund (R6) Mutual Funds | Mutual Funds | — | — | $14.2M | 3.0% | |
| Vanguard FTSE All World Ex-US Index Mutual Funds | Mutual Funds | — | — | $13.7M | 2.9% | |
| LOOMIS SAYLES CORE PLUS FIXED INC. LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | — | — | $13.0M | 2.7% | |
| Vanguard Extended Market Index Mutual Funds | Mutual Funds | — | — | $11.8M | 2.5% | |
| T. ROWE PRICE NEW HORIZONS TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 014 | Common Collective Trust | — | — | $11.4M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $7.6M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.8% | |
| T. Rowe Price Cash ** 56 * Notes receivable from participants Interest rates from 4.25% to 9.50%, $0 | Cash / Money Market | — | — | $1.9M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| Hartford Schroders Emerging Markets Equity Mutual Funds | Other securities | — | — | $1.7M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $833K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $532K | 0.1% | |
| Vanguard Federal Money Market Mutual Funds | Mutual Funds | — | — | $271K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $256K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $230K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| TROUTMAN PEPPER LLC |
| — |
| ATLANTA, GA |
| NONE |
| $122K |
| — |
| MERCER | — | DALLAS, TX | NONE | $119K | — |
| CITRIN COOPERMAN | — | NEW YORK, NY | NONE | $51K | — |
| MICHAEL BERG CONSULTING, LLC | — | FAIRFAX STATION, VA | NONE | $13K | — |
