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  2. DAVID ORR ASSOCIATES, INC.
Sponsor portfolio

DAVID ORR ASSOCIATES, INC.

EIN 54-1453589-real estate-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
76
11180 SUNRISE VALLEY DRIVE, SUITE 200 - RESTON, VA 201914376703-289-2128LinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$4.7M - 48 part#002CashBalance-$403K - 28 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 76 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • ASSOCIATES, INC 401(K) (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC 401(K) (#001)48
  • CASH BALANCE PLAN (#002)28
Total 76Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAVID ORR ASSOCIATES, INC 401(K) PLAN

401k

Assets$4.7M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID ORR ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$403K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID ORR ASSOCIATES, INC 401(K) PLAN401k$4.7M482025
002DAVID ORR ASSOCIATES, INC. CASH BALANCE PLANCashBalance$403K282024
Retirement plans
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