How big is Orion Capital's plan?

Orion Capital's plan reported $176K in assets and 5 participants for 2023.

Original filing (PDF)20240607104043NAL0041213392001

Orion Capital

Name: Orion Capital — HUB Wealth LLC 401(k) Profit Sharing, Form 5500 (2023)
Creator: Orion Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HUB Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Orion Capital's HUB Wealth LLC 401(k) Profit Sharing Plan & Trust held $176K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

People on this filing

Jeffrey Prince signed Orion Capital's 2023 Form 5500 as plan administrator.

Jeffrey Prince — 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's EIN is 85-3979621.

EIN 85-3979621

Plan number 001

Plan year 2023

ACK ID 20240607104043NAL0041213392001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Orion Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Orion Capital'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.

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Plan health score

Top-tier plan health

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

Helping the score