Original filing (PDF)20260625090337NAL0007201699001

Orbix DBA Petol Gearench 401(k) Retirement Plan

Name: Orbix DBA Petol Gearench 401(k) Retirement Plan — Form 5500 (2025)
Creator: Orbix DBA Petol Gearench 401(k) Retirement Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) retirement plan · Orbix DBA Petol Gearench 401(k) Retirement Plan covered 63 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

4 collective trusts

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

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN.

Plan sponsor

Name

ORBIX DBA PETOL GEARENCH 401(K) RETIREMENT PLAN

EIN

74-1982251all filings

Address

P.O. BOX 311 · CLIFTON, TX · 76634

Phone

(254) 675-8371

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-25

Pension benefit codes

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)

2E · Profit-sharing

Service providers (Schedule C)

No Schedule C providers reported

Investments

4 pooled funds· $1.7M

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.

			% of plan
FIAM CORE PLUS CL I FIAM TRUST COMPANY · EIN 20-4659714 / PN 052	Common Collective Trust	$529K	31.1%
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	$490K	28.8%
MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781	Common Collective Trust	$475K	27.9%
MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616	Common Collective Trust	$209K	12.3%

1–4 of 4

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