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Original filing (PDF)20251014160828NAL0001662211001
ORANGE BUSINESS SERVICES
Form 5500
FILING_RECEIVED
ORANGE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
494
Accounts w/ balance
1,245
Plan assets (EOY)
$473.8M
Net assets (EOY)
$473.8M
How this plan invests
This plan
19 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE BUSINESS SERVICES.
Plan sponsor
Name
ORANGE BUSINESS SERVICES
EIN
58-2261454
Address
11921 FREEDOM PARKWAY · SUITE 720 · RESTON, VA · 20190
Phone
(631) 468-5826
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $143K | — |
| TROUTMAN PEPPER LLC | — | ATLANTA, GA | NONE | $122K | — |
| MERCER | — | DALLAS, TX | NONE | $119K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $102K | — |
| CITRIN COOPERMAN | — | NEW YORK, NY | NONE | $51K | — |
| MICHAEL BERG CONSULTING, LLC | — | FAIRFAX STATION, VA | NONE | $13K | — |
Investments
9 direct securities · 19 pooled funds· $473.8M(100% 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
$322.2M
19 holdings
Uncategorized
$151.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $14.2M | 3.0% | |
| Vanguard FTSE All World Ex-US Index 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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% |