# Orr Investment Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/orr-investment-management-llc-401k-plan

> Orr Investment Management LLC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Evolve Bancorp, INC.](https://planprovider.pro/companies/evolve-bancorp-inc-401k-plan) — 433 participants

- [Ampersand Partners, LLC](https://planprovider.pro/companies/wiley-bros-aintree-capital-llc-401k-plan) — 470 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orr-investment-management-llc-401k-plan)

© 2026 PlanProvider.Pro