Original filing (PDF)20250708171629NAL0002385907001

ORLEANS-CONSERVATORY GROUP PARTNERS, LP

Name: ORLEANS-CONSERVATORY GROUP PARTNERS, LP — ORLEANS-CONSERVATORY GROUP PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ORLEANS-CONSERVATORY GROUP PARTNERS, LP

Form 5500-SF

FILING_RECEIVED

ORLEANS-CONSERVATORY GROUP PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORLEANS-CONSERVATORY GROUP PARTNERS, LP.

Plan sponsor

Name

ORLEANS-CONSERVATORY GROUP PARTNERS, LP

EIN

90-0858731

Address

1 FAYETTE ST SUITE 175 · CONSHOHOCKEN, PA · 194282064

Phone

(215) 645-1930

Industry

Manufacturingsee 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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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