Original filing (PDF)20250407135331NAL0018503473001

THE ORANGE GROVE CENTER, INC.

Name: THE ORANGE GROVE CENTER, INC. — 401(K) PROFIT SHARING PLAN FOR ORANGE GROVE CENTER, INC., Form 5500 (2023)
Creator: THE ORANGE GROVE CENTER, INC.

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR ORANGE GROVE CENTER, INC.

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

480

Accounts w/ balance

405

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ORANGE GROVE CENTER, INC..

Plan sponsor

Name

THE ORANGE GROVE CENTER, INC.

EIN

62-0549365

Address

615 DERBY STREET · CHATTANOOGA, TN · 37404

Phone

(423) 629-1451

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO.	35-0145825	—	NONE	$15K	—

Investments

1 pooled fund· $10.6M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000	Pooled Separate Account	$10.6M	94.0%

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