Plan Snapshot
- Plan Sponsor: Orion Group Management, INC.
- Sponsor EIN: 863071207
- Sponsor Address: 920 BROADWAY, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 2,100
- Total Assets: $87.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 2,100 | $87.8M | $3.1M | $6.4M |
| 2023 | 877 | $22.2M | $1.5M | $2.8M |
| 2022 | 677 | $16.4M | $629,463 | $1.2M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | Investment Advisor | $78,466 | — | $78,466 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $75,071 | — | $75,071 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $12,530 | — | $12,530 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,067
- Estimated Expense Ratio: 0.189% of plan assets
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 | $166,067 | $90,996 | — | — | — |
| 2023 | $66,658 | $38,114 | — | — | — |
| 2022 | $41,995 | $543 | — | — | — |