Plan Ledger DOL Form 5500 · updated monthly

Orr, Inc.401(k)

ORR, INC. 401(K) PROFIT SHARING PLAN · TEXARKANA, TX · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Orr, Inc. reported $69,484 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $0 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 has held roughly steady near 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,051st of 5,688), and 2,609th of 5,215 in retail trade. active participation has shrunk from 1,381 to 1,217 since 2022.

Plan summary
Net assets, end of year$10,111,358
Participants with balances522
Active participants1,217
Employer contributions$0
Employee contributions$946,972
Employer contribution per active participant$0
Average account balance$19,370
Benefits paid to participants$1,003,298
Plan auditUnmodified (clean) audit opinion
AuditorWILF & HENDERSON
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 522 accts
2023$9.3M · 577 accts
2022$7.6M · 502 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,893
Investment management$4,591
Total administrative$69,484
The Orr, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Orr, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$4,591
LINSCO/PRIVATE LEDGER CORPindirect comp

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$69,484 · 0.72%
2023$59,449 · 0.71%
2022$56,814 · 0.70%
Same employer
Similar plansRetail Trade · Texas
Don Davis Auto Group, Inc. TX$10.6M · 0.60%
Russell & Smith Ford, Inc. TX$10.1M · 0.41%
Benson Enterprises, Inc. TX$9.8M · 0.50%
Fsastore, Inc. TX$9.8M · 0.21%
Sav-More Drug, LLC TX$9.7M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710393216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.