Plan Ledger DOL Form 5500 · updated monthly

Orion Real Estate Services, Inc.401(k)

ORION REAL ESTATE SERVICES, INC. 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

Orion Real Estate Services, Inc. reported $120,433 in plan administrative expenses for 2024: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $369 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 2 years on file its reported administrative ratio rose from 0.99% to 1.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (2,917th of 5,688), and the 1,046th of 2,096 in real estate & leasing. In 2024, employees put in $4.84 for every $1.00 the employer contributed; active participation has grown from 535 to 1,004 since 2022.

Plan summary
Net assets, end of year$11,093,570
Participants with balances999
Active participants1,004
Employer contributions$370,815
Employee contributions$1,796,580
Employer contribution per active participant$369
Average account balance$11,105
Benefits paid to participants$3,207,264
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 999 accts · $371K emplr
2023$10.5M · 631 accts · $360K emplr
2022$7.9M · 629 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,329
Investment management$33,069
Audit (IQPA)$37,035
Total administrative$120,433
The Orion Real Estate Services, Inc. 401(k) match · 2024
Employer contribution per active participant$369
Median for plans this size$2,416
2024$369 per active participant
2023$596 per active participant
2022$524 per active participant

Orion Real Estate Services, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
BAKER TILLY US, LLP · Accounting / audit$37,035
CLOSED DLR-SAGEPOINT FINANCIAL INC · Investment advisory (plan)$19,175
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,244
OSAIC WEALTH INC · Investment advisory (plan)$6,650

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

Administrative cost history3
2024$120,433 · 1.11%
2023$81,496 · 0.88%
2022$85,343 · 0.99%
Same employer
Similar plansReal Estate & Leasing · Texas
Tarantino Properties Inc. TX$11.8M · 0.20%
Boxx Modular Holdings, Inc. TX$11.8M · 0.26%
Dmc-Management Co., LTD TX$11.5M · 0.76%
Intercity Investments, Inc. TX$10.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760156150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.