Find an old Orion Advisor Solutions 401(k)
Orion Advisor Solutions, Inc. 401(k) Plan
Orion Advisor Solutions, Inc. · Plan 001 · EIN 85-1837981 · Omaha, NE
| Plan administrator | Orion Advisor Solutions, Inc. 17605 Wright Street, Omaha, NE 68130-2095 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Principal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 402 separated participants still had money in the plan | Form 5500 ↗ |
Brinker Capital Holdings, Inc. 401(k) Plan
Orion Advisor Solutions, Inc. · Plan 002 · EIN 85-1837981 · Omaha, NE
| Plan administrator | Orion Advisor Solutions, Inc. 17605 Wright Street, Omaha, NE 68130 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pcs Retirement LLC | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Orion Advisor Solutions 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Orion Advisor Solutions 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Orion Advisor Solutions, Inc., (402) 895-1600. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Orion Advisor Solutions 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (402) 895-1600.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Orion Advisor Solutions and does not hold accounts. Not financial advice. Report a correction