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Original filing (PDF)20251009114716NAL0003876643001
ORW USA, INC.
Form 5500
FILING_RECEIVED
ORW USA 401(K) PLAN
401(k) retirement plan
Active participants
484
Accounts w/ balance
240
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 50% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORW USA, INC..
Plan sponsor
Name
ORW USA, INC.
EIN
84-3401387
Address
1411 W. 190TH STREET · SUITE 700 · GARDENA, CA · 90248
Phone
(858) 514-7048
Industry
Retail 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEIHAUS CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $2K | — |
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $2K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $345 | — |
Investments
22 direct securities · 5 pooled funds· $4.5M(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.
Uncategorized
$4.5M
22 holdings
Common Collective Trust
$0
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LP Index 2045 - | — | — | — | $753K | 16.7% | |
| BlackRock LP Index 2055 - | — | — | — | $724K | 16.1% | |
| BlackRock LP Index 2050 - | — | — | — | $608K | 13.5% | |
| BlackRock LP Index 2040 - | — | — | — | $556K | 12.3% | |
| BlackRock LP Index 2030 - | — | — | — | $262K | 5.8% | |
| Fidelity LC Growth Index - | — | — | — | $262K | 5.8% | |
| BlackRock LP Index 2035 - | — | — | — | $201K | 4.5% | |
| BlackRock LP Index Retirement - | — | — | — | $198K | 4.4% | |
| Fidelity Advisor Total Bond - | — | — | — | $182K | 4.0% | |
| iShares S&P 500 Index - | — | — | — | $168K | 3.7% | |
| Vanguard Total international Index - | — | — | — | $135K | 3.0% | |
| Nuveen Large Cap Value Index - | — | — | — | $135K | 3.0% | |
| through December 2029. -0- | — | — | — | $94K | 2.1% | |
| Vanguard Federal Money Market - | — | — | — | $63K | 1.4% | |
| BlackRock LP Index 2065 - | — | — | — | $52K | 1.2% | |
| JP Morgan JP Morgan Mid Cap Growth - | — | — | — | $39K | 0.9% | |
| BlackRock LP Index 2060 - | — | — | — | $27K | 0.6% | |
| Fidelity Mid Cap Index - | — | — | — | $25K | 0.6% | |
| AllianceBernstein AB Small Cap Growth Portfolio - | — | — | — | $7K | 0.2% | |
| DFA International Value - | — | — | — | $7K | 0.1% | |
| Fidelity Small Cap Index - | — | — | — | $5K | 0.1% | |
| Fidelity Emerging Markets Index - | — | — | — | $3K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% |
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