Orion Advisor Solutions 401(k) match, vesting and fees
What Orion Advisor Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Orion Advisor Solutions: employer contribution per participant | $2,369 | |
| Peer median | $3,266 |
| Orion Advisor Solutions: average balance | $107,160 | |
| Peer median | $137,177 |
| Orion Advisor Solutions: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $106M at the end of plan year 2021 to $165M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,558 | $165M | $3.7M | $2,369 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 1,697 | $147M | $3.7M | $2,222 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,705 | $122M | $3.5M | $2,067 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,698 | $90.8M | $3.3M | $2,372 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,471 | $106M | $2.3M | $1,753 | 0.10% | Not published | Form 5500 ↗ |
Other Orion Advisor Solutions plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Brinker Capital Holdings, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement LLC | Schedule C ↗ |
| Independent auditor | Seim Johnson, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Orion Advisor Solutions match 401(k) contributions?
The match terms for the Orion Advisor Solutions, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3.7M in employer contributions, about $2,369 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orion Advisor Solutions 401(k) match vested?
The vesting schedule for the Orion Advisor Solutions, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orion Advisor Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Orion Advisor Solutions, Inc..
I left Orion Advisor Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orion Advisor Solutions, Inc., (402) 895-1600) or the recordkeeper, Principal Life Insurance Company. The Orion Advisor Solutions old 401(k) page lists the contacts from every plan filing. Find an old Orion Advisor Solutions 401(k)
Data from the public Form 5500 annual reports Orion Advisor Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Orion Advisor Solutions. Not financial advice. Report a correction · Methodology