Orion Real Estate Services, Inc. 401k Plan — Form 5500 plan (Orion Real Estate Services, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orion Real Estate Services, Inc. 401k Plan is a benefit plan reported by Orion Real Estate Services, Inc. under EIN 76-0156150 and plan number 001. The latest loaded filing year is 2023. The filing reports 683 participants and $10,522,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orion Real Estate Services, Inc.
- EIN
- 76-0156150
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $10,522,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20241015133741NAL0014735315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,522,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,522,260
- Net assets (BOY)
- $7,933,676
Income & contributions
- Employer contributions
- $359,688
- Participant contributions
- $1,673,079
- Total contributions
- $2,226,295
- Total income / additions
- $3,750,396
Expenses & distributions
- Benefits paid
- $1,080,316
- Administrative expenses
- $81,496
- Total expenses
- $1,161,812
- Net increase / (decrease)
- $2,588,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,315 | $0 | 2023 |
| Sagepoint Financial Inc | ADVISOR | $21,773 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | OTHER SERVICES | $11,340 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,071 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orion Real Estate Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation