How big is Orion Capital Solutions LLC's plan?

Orion Capital Solutions LLC's plan reported $82K in assets and 25 participants for 2024.

Original filing (PDF)20251008124429NAL0009784624001

Orion Capital Solutions LLC

Name: Orion Capital Solutions LLC — Orion Capital, Form 5500 (2024)
Creator: Orion Capital Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orion Capital Solutions LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Orion Capital Solutions LLC's Orion Capital Solutions LLC 401(k) Profit Sharing Plan & Trust held $82K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Kristin Lovallo signed Orion Capital Solutions LLC's 2024 Form 5500 as plan administrator.

Kristin Lovallo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Orion Capital Solutions LLC's EIN is 82-5352570.

EIN 82-5352570

Plan number 001

Plan year 2024

ACK ID 20251008124429NAL0009784624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orion Capital Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orion Capital Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORION CAPITAL SOLUTIONS LLC.

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Plan health score

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

100

Knocking points off