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Original filing (PDF)20251014053136NAL0002258897001
ORANGE POWER GROUP, LLC
Form 5500
FILING_RECEIVED
ORANGE POWER GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
123
Accounts w/ balance
120
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
20 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2040 PREMIER" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE POWER GROUP, LLC.
Plan sponsor
Name
ORANGE POWER GROUP, LLC
EIN
81-4962167
Address
9000 N I 35 SERVICE ROAD · OKLAHOMA CITY, OK · 73131
Phone
(405) 348-4633
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
Investments
19 direct securities · 1 pooled fund· $16.1M(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.
Registered Investment Companies
$16.0M
19 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $4.9M | 30.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $3.7M | 23.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $1.7M | 10.3% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.5M | 9.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.1M | 6.7% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $547K | 3.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $434K | 2.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $422K | 2.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $324K | 2.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $248K | 1.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $222K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $221K | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $195K | 1.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $193K | 1.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $188K | 1.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $106K | 0.7% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $69K | 0.4% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $3K | <0.1% |
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