# Orion Real Estate Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/orion-real-estate-services-inc-401k-plan

> Orion Real Estate Services, INC.'s 401(k) plan: 1,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orion Real Estate Services, INC.

- **Sponsor EIN:** 760156150

- **Sponsor Address:** 19219 KATY FREEWAY, HOUSTON, TX, 77094

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

- **Total Participants:** 1,004

- **Total Assets:** $11.1M

## 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|1,004|$11.1M|$370,815|$1.8M|

| 2023|603|$10.5M|$359,688|$1.7M|

| 2022|535|$7.9M|$280,458|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,329|—|$50,329|

| BAKER TILLY US, LLP|ACCOUNTANT/AUDITOR|$37,035|—|$37,035|

| CLOSED DLR-SAGEPOINT FINANCIAL INC|ADVISOR|$19,175|—|$19,175|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,244|—|$7,244|

| OSAIC WEALTH INC|ADVISOR|$6,650|—|$6,650|

### Verified Provider Profiles

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

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $120,433

- **Estimated Expense Ratio:** 1.086% 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|$120,433|$33,069|—|$37,035|—|

| 2023|$81,496|$26,844|—|—|—|

| 2022|$85,343|$3,263|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orion-real-estate-services-inc-401k-plan)

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