Plan Snapshot
- Plan Sponsor: Orison Holdings, LLC
- Sponsor EIN: 900885773
- Sponsor Address: 525 S. LOOP 288, SUITE 105, DENTON, TX, 76205
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 86
- Total Assets: $3.0M
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. |
| 2025 | 86 | $3.0M | $0 | $0 |
| 2024 | 72 | $2.3M | $134,547 | $247,488 |
| 2023 | 64 | $1.9M | $127,265 | $234,046 |
| 2022 | 130 | $1.6M | $196,668 | $383,160 |
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