Original filing (PDF)20250531052015NAL0015599664001

ORION PARTNERS PLLC DBA ORION EN

Name: ORION PARTNERS PLLC DBA ORION EN — ORION ENGINEERS AND ASSOCIATES 401K PLAN, Form 5500 (2024)
Creator: ORION PARTNERS PLLC DBA ORION EN

Form 5500-SF

FILING_RECEIVED

ORION ENGINEERS AND ASSOCIATES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORION PARTNERS PLLC DBA ORION EN.

Plan sponsor

Name

ORION PARTNERS PLLC DBA ORION EN

EIN

81-1238525

Address

1003 BISHOP STREET · SUITE 2020 · HONOLULU, HI · 96813

Phone

(808) 282-7986

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

H&M MECHANICAL GROUP

H&M MECHANICAL GROUP CASH BALANCE PLAN

$1.6M · 5 participants

DIGITAL ENERGY INC

$1.6M · 5 participants

MCBADE ENGINEERS & CONSULTANTS, LLC

MCBADE ENGINEERS & CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN

$1.6M · 12 participants

METHANESAT, LLC

METHANESAT, LLC & SATMGMT, LLC 401K PLAN

$1.6M · 26 participants

CAL ENGINEERING SOLUTIONS INC

$1.6M · 57 participants