Jessica TRAN signed Orion Group Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orion Group Management, Inc.'s EIN is 86-3071207.
Download the official 2024 Form 5500 (PDF) for Orion Group Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orion Group Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $78K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $16.4M | 18.7% | |
| Fidelity | Mutual Funds | — | — | $15.7M | 17.9% | |
| Fidelity | Mutual Funds | — | — | $8.3M | 9.4% | |
| Fidelity | Mutual Funds | — | — | $6.8M | 7.8% | |
| Fidelity | Mutual Funds | — | — | $5.3M | 6.0% | |
| Fidelity | Mutual Funds | — | — | $5.1M | 5.8% | |
| Fidelity | Mutual Funds | — | — | $4.5M | 5.1% | |
| Fidelity | Mutual Funds | — | — | $4.4M | 5.0% | |
| Fidelity | Mutual Funds | — | — | $4.4M | 5.0% | |
| Fidelity | Mutual Funds | — | — | $2.4M | 2.8% | |
| Alliance Bernstein | Other securities | — | — | $1.6M | 1.8% | |
| Participants | Other securities | — | — | $1.6M | 1.8% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 1.4% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity | Mutual Funds | — | — | $671K | 0.8% | |
| JP Morgan | Other securities | — | — | $517K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $458K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $333K | 0.4% | |
| MFS | Mutual Funds | — | — | $314K | 0.4% | |
| American Funds | Mutual Funds | — | — | $276K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $250K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $249K | 0.3% | |
| RT | Other securities | — | — | $246K | 0.3% | |
| RT METLIFE 25053 68 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $246K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $236K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $63K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $38K | <0.1% | |
| PIMCO | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $13K |
| — |
