Sandra Heinrich signed Orion's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orion's EIN is 71-0945404.
Download the official 2024 Form 5500 (PDF) for Orion from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orion's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL | 73-0780382 | — | INVESTMENT ADVISOR | $64K | — |
| LPL FINANCIAL LLC | 04-3046611 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $8.2M | $12.6M | 15.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $8.5M | $8.5M | 10.2% | |
| FA FREEDOM 2030 K6 | Other securities | — | $7.6M | $7.3M | 8.8% | |
| FA FREEDOM 2045 K6 | Other securities | — | $6.7M | $6.6M | 8.0% | |
| FA FREEDOM 2040 K6 | Other securities | — | $5.4M | $5.3M | 6.4% | |
| FA FREEDOM 2035 K6 | Other securities | — | $4.3M | $4.2M | 5.1% | |
| TRP GROWTH STOCK I | Other securities | — | $3.3M | $4.2M | 5.1% | |
| FA FREEDOM 2050 K6 | Other securities | — | $3.6M | $3.5M | 4.3% | |
| FA FREEDOM 2055 K6 | Other securities | — | $3.2M | $3.2M | 3.8% | |
| FA BALANCED Z | Other securities | — | $3.1M | $3.1M | 3.8% | |
| * Participant Loans 4.25% - 9.50% | Bonds / Notes | — | $0 | $2.9M | 3.5% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $2.9M | 3.5% | |
| FA FREEDOM 2020 K6 | Other securities | — | $2.7M | $2.6M | 3.2% | |
| J H ENTERPRISE T | Other securities | — | $2.3M | $2.6M | 3.1% | |
| FA FREEDOM 2025 K6 | Other securities | — | $2.6M | $2.5M | 3.1% | |
| BLKRK EQUITY DIV I | Other securities | — | $2.5M | $2.4M | 2.9% | |
| FA SMALL CAP GR I | Other securities | — | $1.1M | $1.5M | 1.8% | |
| FA STRAT INCOME I | Other securities | — | $1.4M | $1.3M | 1.6% | |
| FA FREEDOM 2060 K6 | Other securities | — | $1.1M | $1.1M | 1.3% | |
| FID MID CAP IDX | Common Collective Trusts | — | $784K | $999K | 1.2% | |
| FID SM CAP IDX | Common Collective Trusts | — | $817K | $986K | 1.2% | |
| FA FREEDOM 2015 K6 | Other securities | — | $924K | $889K | 1.1% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $864K | $863K | 1.0% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | $641K | $739K | 0.9% | |
| LD ABBETT TOT RTN I | Other securities | — | $761K | $668K | 0.8% | |
| FID INTL INDEX | Mutual Funds | — | $553K | $601K | 0.7% | |
| COL SM CAP VAL II S | Other securities | — | $556K | $497K | 0.6% | |
| INVS DEVELOP MKT Y | Other securities | — | $371K | $356K | 0.4% | |
| FA FREEDOM 2065 K6 | Other securities | — | $222K | $219K | 0.3% | |
| FIDELITY FUND | Mutual Funds | — | $161K | $160K | 0.2% | |
| FA FREEDOM 2010 K6 | Other securities | — | $161K | $155K | 0.2% | |
| FA FREEDOM INCOME K6 | Other securities | — | $126K | $123K | 0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $89K | $80K | <0.1% | |
| ABF INTL EQUITY INV | Other securities | — | $88K | $72K | <0.1% | |
| CASH | Cash / Money Market | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $0 |
| — |
