Kurt Brown signed Orion South, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orion South, Inc.'s EIN is 72-0485984.
Download the official 2024 Form 5500 (PDF) for Orion South, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orion South, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | 64-0169065 | — | ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPM Lg Cap Growth R6 | Other securities | — | — | $769K | 16.0% | |
| AF Trgt Date 2040 R6 | Other securities | — | — | $663K | 13.8% | |
| AF Trgt Date 2045 R6 | Other securities | — | — | $543K | 11.3% | |
| CRLN E Mid Cap Gr I | Other securities | — | — | $375K | 7.8% | |
| AF Trgt Date 2020 R6 | Other securities | — | — | $347K | 7.2% | |
| Fidelity Advisor Balanced I | Mutual Funds | — | — | $289K | 6.0% | |
| AF Trgt Date 2025 R6 | Other securities | — | — | $289K | 6.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $276K | 5.7% | |
| AF Trgt Date 2050 R6 | Other securities | — | — | $218K | 4.5% | |
| AF Trgt Date 2035 R6 | Other securities | — | — | $176K | 3.7% | |
| AF Trgt Date 2030 R6 | Other securities | — | — | $156K | 3.2% | |
| Fidelity Govt MMKT | Mutual Funds | — | — | $150K | 3.1% | |
| Fidelity Advisor Govt Income I | Mutual Funds | — | — | $107K | 2.2% | |
| AF Trgt Date 2055 R6 | Other securities | — | — | $87K | 1.8% | |
| PIM Stkplus SM IS | Other securities | — | — | $84K | 1.8% | |
| HTFD Core Equity R5 | Other securities | — | — | $78K | 1.6% | |
| AF Trgt Date 2060 R6 | Other securities | — | — | $69K | 1.4% | |
| Fidelity Advisor Intl Cap App Z | Mutual Funds | — | — | $53K | 1.1% | |
| Victory S ESTB Val I | Other securities | — | — | $53K | 1.1% | |
| AF Trgt Date 2010 R6 | Other securities | — | — | $22K | 0.5% | |
| Fidelity Advisor Stable Value | Stable Value | — | — | $7K | 0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
