Original filing (PDF)20250630091954NAL0011651889001

ORR & ASSOCIATES PA

Name: ORR & ASSOCIATES PA — ORR & ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ORR & ASSOCIATES PA

Form 5500-SF

FILING_RECEIVED

ORR & ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORR & ASSOCIATES PA.

Plan sponsor

Name

ORR & ASSOCIATES PA

EIN

59-3227191

Address

250 INTERNATIONAL PKWY STE 134 · LAKE MARY, FL · 327465018

Phone

(407) 333-8181

Industry