Orion Advisor Solutions Inc.
Plan context: Orion Advisor Solutions Inc. 401(K) Plan
EIN 85-1837981 • 10 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,361
2024 Assets
$146,612,215
2024 Contributions
$17,641,153
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,361 | $146,612,215 | $17,641,153 | $12,962iApproximate average salary by contribution assumption: employee only about $324,048 at 4% or $216,032 at 6%; with 50% employer match about $216,032 at 4% or $144,021 at 6%; with 100% employer match about $162,024 at 4% or $108,016 at 6%. |
| Orion Advisor Solutions Inc. 401(K) Plan | - | 1,361 | $146,612,215 | $17,641,153 | $12,962iApproximate average salary by contribution assumption: employee only about $324,048 at 4% or $216,032 at 6%; with 50% employer match about $216,032 at 4% or $144,021 at 6%; with 100% employer match about $162,024 at 4% or $108,016 at 6%. |
| Orion Advisor Solutions Inc. Employee Welfare Benefits Plan | - | 1,350 | - | - | - |
| 2023 | 2 | 1,350 | $122,271,241 | $16,799,634 | $12,444iApproximate average salary by contribution assumption: employee only about $311,104 at 4% or $207,403 at 6%; with 50% employer match about $207,403 at 4% or $138,269 at 6%; with 100% employer match about $155,552 at 4% or $103,701 at 6%. |
| Orion Advisor Solutions Inc. 401(K) Plan | - | 1,335 | $122,271,241 | $16,799,634 | $12,584iApproximate average salary by contribution assumption: employee only about $314,600 at 4% or $209,733 at 6%; with 50% employer match about $209,733 at 4% or $139,822 at 6%; with 100% employer match about $157,300 at 4% or $104,867 at 6%. |
| Orion Advisor Solutions Inc. Employee Welfare Benefits Plan | - | 1,350 | - | - | - |
| 2022 | 2 | 1,367 | $90,768,015 | $15,654,819 | $11,452iApproximate average salary by contribution assumption: employee only about $286,299 at 4% or $190,866 at 6%; with 50% employer match about $190,866 at 4% or $127,244 at 6%; with 100% employer match about $143,149 at 4% or $95,433 at 6%. |
| Orion Advisor Solutions Inc. 401(K) Plan | - | 1,367 | $90,768,015 | $15,654,819 | $11,452iApproximate average salary by contribution assumption: employee only about $286,299 at 4% or $190,866 at 6%; with 50% employer match about $190,866 at 4% or $127,244 at 6%; with 100% employer match about $143,149 at 4% or $95,433 at 6%. |
| Orion Advisor Solutions Inc. Employee Welfare Benefits Plan | - | 1,260 | - | - | - |
| 2021 | 3 | 1,194 | $106,323,434 | $13,157,772 | $11,020iApproximate average salary by contribution assumption: employee only about $275,498 at 4% or $183,665 at 6%; with 50% employer match about $183,665 at 4% or $122,443 at 6%; with 100% employer match about $137,749 at 4% or $91,833 at 6%. |
| Orion Advisor Solutions Inc. 401(K) Plan | - | 1,180 | $106,323,434 | $11,415,990 | $9,675iApproximate average salary by contribution assumption: employee only about $241,864 at 4% or $161,243 at 6%; with 50% employer match about $161,243 at 4% or $107,495 at 6%; with 100% employer match about $120,932 at 4% or $80,621 at 6%. |
| Orion Advisor Solutions Inc. Employee Welfare Benefits Plan | - | 1,194 | - | - | - |
| BRINKER CAPITAL HOLDINGS, INC. 401(K) PLAN | - | 0 | - | $1,741,782 | - |
| 2020 | 1 | 877 | $0 | $0 | - |
| Orion Advisor Solutions Inc. Employee Welfare Benefits Plan | - | 877 | - | - | - |