# Orion Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orion-industries-inc-401k-plan-001-7076

> Orion Industries, INC.'s 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orion Industries, INC.

- **Sponsor EIN:** 910727076

- **Sponsor Address:** 1590 A STREET NORTHEAST, AUBURN, WA, 98002

- **Plan Type:** 401(k)

- **Total Participants:** 188

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|188|$11.8M|$449,976|$952,093|

| 2023|163|$10.0M|$428,246|$908,378|

| 2022|187|$8.6M|$350,131|$744,622|

## 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|

| MORGANSTANLEYSMITHBARNEYLLC|INVESTMENT ADVISOR|$32,260|—|$32,260|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,083|—|$23,083|

| CLARK NUBER P.S.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGANSTANLEYSMITHBARNEYLLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,343

- **Estimated Expense Ratio:** 0.470% 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|$55,343|$32,260|—|—|—|

| 2023|$46,380|—|—|—|—|

| 2022|$52,031|—|—|—|—|

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