Plan Ledger DOL Form 5500 · updated monthly

Orion401(k)

ORION 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2025

Reported admin expense ratio · 2025
0.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Orion reported $154,204 in plan administrative expenses for 2025: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,448 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.08% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other construction employers. By assets it is the 674th-largest of 5,688 plans among Texas employers on file, and the 634th of 5,337 in construction. In 2025, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 760 to 1,898 since 2022.

Plan summary
Net assets, end of year$95,812,301
Participants with balances992
Active participants1,898
Employer contributions$2,749,115
Employee contributions$6,412,167
Employer contribution per active participant$1,448
Average account balance$96,585
Benefits paid to participants$10,536,330
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$95.8M · 992 accts · $2.7M emplr
2024$82.8M · 936 accts · $2.5M emplr
2023$68.3M · 732 accts · $1.9M emplr
2022$58.1M · 749 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$70,775
Audit (IQPA)$26,000
Total administrative$154,204
The Orion 401(k) match · 2025
Employer contribution per active participant$1,448
Median for plans this size$4,093
2025$1,448 per active participant
2024$1,467 per active participant
2023$2,580 per active participant
2022$1,806 per active participant

Orion's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,775
BOK FINANCIAL · Investment advisory (plan)$57,428
MELTON & MELTON, LLP · Accounting / audit$26,000
LPL FINANCIAL LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$154,204 · 0.17%
2024$72,580 · 0.10%
2023$52,705 · 0.08%
2022$51,780 · 0.08%
Same employer
Similar plansConstruction · Texas
Perry Homes, LLC TX$107.9M · 0.17%
Fgi Group, Inc. TX$107.6M · 0.15%
Ccg Services, Inc. TX$106.0M · 0.16%
E. E. Reed Co., LTD TX$89.5M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 710945404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.