Retirement plan

THE ORIENTATION COMPANY 401(K) PLAN

Name: THE ORIENTATION COMPANY, INC. - THE ORIENTATION COMPANY 401(K) PLAN (2024) Form 5500
Creator: THE ORIENTATION COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ORIENTATION COMPANY 401(K) PLAN, THE ORIENTATION COMPANY, INC.

THE ORIENTATION COMPANY, INC.EIN 83-1052733Plan #001PY 2024

5 COWBOYS WAY, SUITE 300 - FRISCO, TX 75034214-534-3858theorientationcompany.comLinkedIn51-200 employeesinsurance

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+53.3% from 2023

Total participants

+23.1% from 2023

Average account balance

$53,479

+38.0% from 2023

Annual return

12.65%

-33.83 pp from 2023

Benchmarks

See 7,161 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,161 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$53K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$285K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$85

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$53 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.159%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,479

$138,385-61.4%

$184,200-71.0%

$80,874-33.9%

Participation rate

62.5%

83.9%-21.4pp

86.8%-24.3pp

67.6%-5.1pp

Annual return

12.65%

20.02%-7.4pp

28.80%-16.1pp

35.62%-23.0pp

Employer contribution / active EE

$2,603

$4,849-46.3%

$6,424-59.5%

$2,756-5.6%

Participant deferral / active EE

$6,298

$7,073-11.0%

$9,132-31.0%

$4,297+46.6%

Admin fee / account holder

$85

$10,483-99.2%

$13,907-99.4%

$6,935-98.8%

THE ORIENTATION COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ORIENTATION COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion