Plan Snapshot
- Plan Sponsor: Orr Investment Management LLC
- Sponsor EIN: 814088029
- Sponsor Address: 849 VOLUNTEER DR STE 7, PARIS, TN, 38242
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $119,014
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $119,014 | $11,848 | $28,929 |
| 2024 | 3 | $61,176 | $5,979 | $5,979 |
| 2023 | 3 | $73,734 | $7,306 | $7,306 |
| 2022 | 2 | $48,027 | $3,323 | $3,323 |