Back to filter
Original filing (PDF)20251015120656NAL0002376803001
ORANGE BUSINESS SERVICES HOLDINGS U. S. , INC.
Form 5500
FILING_RECEIVED
GLOBAL ONE CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 2
27% in single holding~157 bps in Sched C fees
Active participants
42
Accounts w/ balance
—
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund" is 27% of plan.
- 157 bps in Schedule C fees — 201% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE BUSINESS SERVICES HOLDINGS U. S. , INC..
Plan sponsor
Name
ORANGE BUSINESS SERVICES HOLDINGS U. S. , INC.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TROUTMAN PEPPER HAMILTON SANDERSLLP | 58-0946915 | — | NONE | $32K | — |
| MERCER INVESTMENT CONSULTING, LLC | 61-0736136 | — | NONE | $28K | — |
| T. ROWE PRICE RPS, INC. | 52-1714114 | — | NONE | $20K | — |
| CITRIN COOPERMAN AND COMPANY LLP | 22-2428965 | — | NONE | $20K | — |
| WILLIS TOWERS WATSON US LLC | 23-1159360 | — | NONE | $17K | — |
Investments
7 direct securities· $7.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | 4,288 | — | $2.1M | 27.5% | |
| American Europacific Growth Fund (R6) | — | 30,570 | — | $1.6M | 22.0% | |
| Vanguard Fixed Income Long-Term Investment Grade Fund | — | 158,518 | — | $1.2M | 16.0% | |
| Hartford Schroders Emerging Markets | — | 66,105 | — | $1.1M | 14.7% | |
| T. Rowe Price Small Cap Value Fund | — | 16,241 | — | $855K | 11.4% | |
| T. Rowe Price High Yield Income Fund | — | 98,063 | — | $580K | 7.8% | |
| First American Government Obligation | — | 45,884 | — | $46K | 0.6% |