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Original filing (PDF)20251015050246NAL0001991091001
ORANGE EV LLC
Form 5500
FILING_RECEIVED
ORANGE EV LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~98 bps in Sched C fees
Active participants
292
Accounts w/ balance
333
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 88% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE EV LLC.
Plan sponsor
Name
ORANGE EV LLC
EIN
93-4267520
Address
900 N 69TH STREET · KANSAS CITY, KS · 66102
Phone
(866) 688-5223
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M. HOLDINGS SECURITIES, INC. | 91-1802259 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
25 direct securities · 1 pooled fund· $5.3M(100% of reported assets)
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.
Registered Investment Companies
$5.3M
25 holdings
Common Collective Trust
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $751K | 14.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $642K | 12.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $534K | 10.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $500K | 9.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $413K | 7.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $388K | 7.3% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $369K | 6.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $312K | 5.8% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $258K | 4.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $138K | 2.6% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $122K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $121K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $120K | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $105K | 2.0% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $94K | 1.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $85K | 1.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $81K | 1.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $60K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $57K | 1.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $49K | 0.9% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $43K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $31K | 0.6% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $30K | 0.6% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $19K | 0.4% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $15K | 0.3% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $6K | 0.1% |
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