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ORION AXIS MANAGMENT CORPORATION — ORION AXIS MANAGEMENT CORPORATION CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260319140231NAL0005063520001
ORION AXIS MANAGMENT CORPORATION
Form 5500-SF
FILING_RECEIVED
ORION AXIS MANAGEMENT CORPORATION CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 4.1 mo
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORION AXIS MANAGMENT CORPORATION
.
Find decision makers
Plan sponsor
Name
ORION AXIS MANAGMENT CORPORATION
EIN
84-4114872
Address
6155 ALMADEN EXPWY · SUITE 350 · SAN JOSE, CA · 95120
Phone
(408) 687-0924
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2026-03-19
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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