Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORCHESTRA MGMT SOLUTIONS INC
EIN 22-3737010Latest filing 2025
Plans
3
Retirement
2
$3.9M assets
Welfare
1
Participants
32
35740 JACKSON RD - CHAGRIN FALLS, OH 44022440-821-4029
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORCHESTRA MANAGEMENT SOLUTIONS 401 K PROFIT SHARING PLAN TRUST
401k
Assets$2.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORCHESTRA MANAGEMENT SOLUTIONS CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORCHESTRA MANAGEMENT SOLUTIONS 401 K PROFIT SHARING PLAN TRUST | 401k | $2.9M | 15 | 2024 | |
| 002 | ORCHESTRA MANAGEMENT SOLUTIONS CASH BALANCE PLAN | CashBalance | $1.0M | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORCHESTRA MGMT SOLUTIONS INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans