JEFF Black signed Orion Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orion Industries, Inc.'s EIN is 91-0727076.
Download the official 2024 Form 5500 (PDF) for Orion Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orion Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $32K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 Mutual Fund | Common Collective Trusts | — | — | $2.4M | 20.1% | |
| FID FDM IDX 2030 Mutual Fund | Common Collective Trusts | — | — | $2.1M | 18.0% | |
| FID FDM IDX 2045 Mutual Fund | Common Collective Trusts | — | — | $1.2M | 9.9% | |
| FID FDM IDX 2050 Mutual Fund | Common Collective Trusts | — | — | $1.2M | 9.8% | |
| FID FDM IDX 2040 Mutual Fund | Common Collective Trusts | — | — | $886K | 7.5% | |
| FID FDM IDX 2055 Mutual Fund | Common Collective Trusts | — | — | $857K | 7.3% | |
| FID FDM IDX 2020 Mutual Fund | Common Collective Trusts | — | — | $551K | 4.7% | |
| FID FDM IDX 2060 Mutual Fund | Common Collective Trusts | — | — | $544K | 4.6% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $482K | 4.1% | |
| FID FDM IDX 2025 Mutual Fund | Common Collective Trusts | — | — | $329K | 2.8% | |
| FID FDM IDX INC Mutual Fund | Common Collective Trusts | — | — | $249K | 2.1% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $247K | 2.1% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | Bonds / Notes | — | — | $228K | 1.9% | |
| FID FDM IDX 2065 Mutual Fund | Common Collective Trusts | — | — | $114K | 1.0% | |
| JPM MID CAP EQ Mutual Fund | Other securities | — | — | $108K | 0.9% | |
| DODGE & COX STOCK Mutual Fund | Mutual Funds | — | — | $61K | 0.5% | |
| FID FDM IDX 2015 Mutual Fund | Common Collective Trusts | — | — | $57K | 0.5% | |
| FID GOVT MMKT Mutual Fund ** 136 * FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $53K | 0.4% | |
| MFS INTL DIVRSN Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $32K | 0.3% | |
| SS GLBL EQ EX US Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| BR ADV SC CORE Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| GQG PTN EM MKT EQ Mutual Fund | Other securities | — | — | $20K | 0.2% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $17K | 0.1% | |
| PIM REAL RETURN Mutual Fund | Other securities | — | — | $17K | 0.1% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $13K | 0.1% | |
| AF CAP INC BLDR Mutual Fund ** 41 BLKRK HI YLD Mutual Fund | Common Stocks | — | — | $7K | <0.1% | |
| DODGE & COX INCOME Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| FID FDM IDX 2070 Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
