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Original filing (PDF)20251015143846NAL0005155729001
ORION GROUP MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
ORION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,100
Accounts w/ balance
1,435
Plan assets (EOY)
$87.8M
Net assets (EOY)
$87.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORION GROUP MANAGEMENT, INC..
Plan sponsor
Name
ORION GROUP MANAGEMENT, INC.
EIN
86-3071207
Address
920 BROADWAY · 8TH FLOOR · NEW YORK, NY · 10010
Phone
(484) 354-5352
Industry
Management of Companies / Holdingssee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $78K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 2 pooled funds· $84.0M(96% 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
$82.5M
30 holdings
Common Collective Trust
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $16.4M | 18.7% | |
| Fidelity | — | — | — | $15.7M | 17.9% | |
| Fidelity | — | — | — | $8.3M | 9.4% | |
| Fidelity | — | — | — | $6.8M | 7.8% | |
| Fidelity | — | — | — | $5.3M | 6.0% | |
| Fidelity | — | — | — | $5.1M | 5.8% | |
| Fidelity | — | — | — | $4.5M | 5.1% | |
| Fidelity | — | — | — | $4.4M | 5.0% | |
| Fidelity | — | — | — | $4.4M | 5.0% | |
| Fidelity | — | — | — | $2.4M | 2.8% | |
| Alliance Bernstein | — | — | — | $1.6M | 1.8% | |
| Participants | — | — | — | $1.6M | 1.8% | |
| Fidelity | — | — | — | $1.3M | 1.4% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Fidelity | — | — | — | $1.1M | 1.2% | |
| Fidelity | — | — | — | $671K | 0.8% | |
| JP Morgan | — | — | — | $517K | 0.6% | |
| Fidelity | — | — | — | $458K | 0.5% | |
| Fidelity | — | — | — | $333K | 0.4% | |
| MFS | — | — | — | $314K | 0.4% | |
| American Funds | — | — | — | $276K | 0.3% | |
| Fidelity | — | — | — | $250K | 0.3% | |
| Fidelity | — | — | — | $249K | 0.3% | |
| RT | — | — | — | $246K | 0.3% | |
| RT METLIFE 25053 68 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $246K | 0.3% | |
| Fidelity | — | — | — | $236K | 0.3% | |
| Fidelity | — | — | — | $63K | <0.1% | |
| Fidelity | — | — | — | $38K | <0.1% | |
| PIMCO | — | — | — | $27K | <0.1% | |
| Fidelity | — | — | — | $17K | <0.1% | |
| Fidelity | — | — | — | $7K | <0.1% | |
| Fidelity | — | — | — | $1K | <0.1% |