Plan Snapshot
- Plan Sponsor: Orion Advisor Solutions, INC.
- Sponsor EIN: 851837981
- Sponsor Address: 17605 WRIGHT STREET, OMAHA, NE, 681302095
- Plan Type: 401(k)
- Total Participants: 1,361
- Total Assets: $146.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,361 | $146.6M | $3.7M | $11.2M |
| 2023 | 1,335 | $122.3M | $3.5M | $10.7M |
| 2022 | 1,367 | $90.8M | $3.3M | $10.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $184,485 | — | $184,465 | — | — |
| 2023 | $175,336 | — | $175,336 | — | — |
| 2022 | $138,525 | — | $138,109 | — | — |