How big is ORCA Bay Capital's plan?

ORCA Bay Capital's plan reported $2.3M in assets and 20 participants for 2024.

Original filing (PDF)20250728175832NAL0002702256001

ORCA Bay Capital

Name: ORCA Bay Capital — ORCA Bay Capital Retirement Trust, Form 5500 (2024)
Creator: ORCA Bay Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ORCA Bay Capital Retirement Trust

401(k) retirement plan · ORCA Bay Capital's ORCA Bay Capital Retirement Trust held $2.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Chuan HUNG signed ORCA Bay Capital's 2024 Form 5500 as plan administrator.

Chuan HUNG — 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

ORCA Bay Capital's EIN is 91-1616824.

EIN 91-1616824

Plan number 001

Plan year 2024

ACK ID 20250728175832NAL0002702256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ORCA Bay Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ORCA Bay Capital's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORCA BAY 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