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Original filing (PDF)20251009084746NAL0015570770001
ORBIS OPERATIONS MANAGEMENT COMPANY, LLC
Form 5500
FILING_RECEIVED
ORBIS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
294
Plan assets (EOY)
$32.5M
Net assets (EOY)
$32.5M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORBIS OPERATIONS MANAGEMENT COMPANY, LLC.
Plan sponsor
Name
ORBIS OPERATIONS MANAGEMENT COMPANY, LLC
EIN
92-2622635
Address
6862 ELM STREET SUITE 300 · MCLEAN, VA · 22101
Phone
(703) 639-0911
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $32K | — |
Investments
35 direct securities· $32.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $4.1M | 12.7% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $3.8M | 11.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $3.2M | 9.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.9M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 5.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 5.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.6M | 4.8% | |
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $1.5M | 4.7% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $1.3M | 3.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 3.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 3.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $999K | 3.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $921K | 2.8% | |
| BlackRock Advantage International K BlackRock 0 | — | — | — | $740K | 2.3% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $701K | 2.2% | |
| Fidelity Advisor Growth & Income I Fidelity 0 | — | — | — | $561K | 1.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $445K | 1.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $440K | 1.4% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $392K | 1.2% | |
| DFA U.S. Small Cap Portfolio I DFA 0 | — | — | — | $367K | 1.1% | |
| Janus Henderson Enterprise N Janus Henderson 0 | — | — | — | $364K | 1.1% | |
| PIMCO RAE Emerging Markets Instl PIMCO 0 | — | — | — | $337K | 1.0% | |
| Vanguard Real Estate Index Inv Vanguard 0 | — | — | — | $285K | 0.9% | |
| Vanguard Short-Term Invest Grade Inv Vanguard 0 | — | — | — | $283K | 0.9% | |
| Vanguard Equity Income Inv Vanguard 0 | — | — | — | $276K | 0.8% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $266K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $187K | 0.6% | |
| Vanguard Explorer Inv Vanguard 0 | — | — | — | $154K | 0.5% | |
| Loomis Sayles Small Cap Value Instl Loomis Sayles 0 | — | — | — | $127K | 0.4% | |
| Vanguard Interm-Term Invst Grade Inv Vanguard 0 | — | — | — | $95K | 0.3% | |
| Vanguard Selected Value Inv Vanguard 0 | — | — | — | $64K | 0.2% | |
| American Funds Cap World Gr & Inc R5 American Funds 0 | — | — | — | $36K | 0.1% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Inv Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $8K | <0.1% |
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