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Original filing (PDF)20250716113105NAL0006736114001
ORION
Form 5500
FILING_RECEIVED
ORION 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,684
Accounts w/ balance
936
Plan assets (EOY)
$82.8M
Net assets (EOY)
$82.8M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORION.
Plan sponsor
Name
ORION
EIN
71-0945404
Address
2940 RIVERBY ROAD, SUITE 400 · HOUSTON, TX · 77020
Phone
(713) 852-6500
Industry
Constructionsee 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
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOK FINANCIAL | 73-0780382 | — | INVESTMENT ADVISOR | $64K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
34 direct securities · 1 pooled fund· $85.7M(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.
Uncategorized
$77.2M
34 holdings
Common Collective Trust
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 61,624.422 | $8.2M | $12.6M | 15.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | 8,473,596.83 | $8.5M | $8.5M | 10.2% | |
| FA FREEDOM 2030 K6 | — | 514,158.795 | $7.6M | $7.3M | 8.8% | |
| FA FREEDOM 2045 K6 | — | 490,722.943 | $6.7M | $6.6M | 8.0% | |
| FA FREEDOM 2040 K6 | — | 317,042.876 | $5.4M | $5.3M | 6.4% | |
| FA FREEDOM 2035 K6 | — | 286,002.5 | $4.3M | $4.2M | 5.1% | |
| TRP GROWTH STOCK I | — | 39,530.929 | $3.3M | $4.2M | 5.1% | |
| FA FREEDOM 2050 K6 | — | 261,568.542 | $3.6M | $3.5M | 4.3% | |
| FA FREEDOM 2055 K6 | — | 209,257.746 | $3.2M | $3.2M | 3.8% | |
| FA BALANCED Z | — | 105,499.843 | $3.1M | $3.1M | 3.8% | |
| * Participant Loans 4.25% - 9.50% | — | — | $0 | $2.9M | 3.5% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $2.9M | 3.5% | |
| FA FREEDOM 2020 K6 | — | 223,026.94 | $2.7M | $2.6M | 3.2% | |
| J H ENTERPRISE T | — | 18,452.405 | $2.3M | $2.6M | 3.1% | |
| FA FREEDOM 2025 K6 | — | 200,571.848 | $2.6M | $2.5M | 3.1% | |
| BLKRK EQUITY DIV I | — | 125,324.595 | $2.5M | $2.4M | 2.9% | |
| FA SMALL CAP GR I | — | 43,462.687 | $1.1M | $1.5M | 1.8% | |
| FA STRAT INCOME I | — | 115,450.307 | $1.4M | $1.3M | 1.6% | |
| FA FREEDOM 2060 K6 | — | 78,771.033 | $1.1M | $1.1M | 1.3% | |
| FID MID CAP IDX | — | 29,597.226 | $784K | $999K | 1.2% | |
| FID SM CAP IDX | — | 35,619.95 | $817K | $986K | 1.2% | |
| FA FREEDOM 2015 K6 | — | 84,797.726 | $924K | $889K | 1.1% | |
| AF EUROPAC GROWTH R6 | — | 16,062.462 | $864K | $863K | 1.0% | |
| MFS MID CAP VALUE R6 | — | 23,255.928 | $641K | $739K | 0.9% | |
| LD ABBETT TOT RTN I | — | 77,106.921 | $761K | $668K | 0.8% | |
| FID INTL INDEX | — | 12,648.853 | $553K | $601K | 0.7% | |
| COL SM CAP VAL II S | — | 34,587.142 | $556K | $497K | 0.6% | |
| INVS DEVELOP MKT Y | — | 9,351.853 | $371K | $356K | 0.4% | |
| FA FREEDOM 2065 K6 | — | 16,820.788 | $222K | $219K | 0.3% | |
| FIDELITY FUND | — | — | $161K | $160K | 0.2% | |
| FA FREEDOM 2010 K6 | — | 14,645.518 | $161K | $155K | 0.2% | |
| FA FREEDOM INCOME K6 | — | 12,191.677 | $126K | $123K | 0.1% | |
| FID INFL PR BD IDX | — | 8,989.354 | $89K | $80K | <0.1% | |
| ABF INTL EQUITY INV | — | 4,876.086 | $88K | $72K | <0.1% | |
| CASH | — | — | $4K | $4K | <0.1% |