Orion South 401(k) match, vesting and fees
What Orion South's 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Leglue & Company Cpas, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 33,160 defined-contribution plans in wholesale trade with fewer than 100 participants.
| Orion South: employer contribution per participant | $667 | |
| Peer median | $2,314 |
| Orion South: average balance | $50,641 | |
| Peer median | $76,922 |
| Orion South: admin expenses ÷ assets | 0.34% | |
| Peer median | 0.42% |
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 $30.9M at the end of plan year 2021 to $4.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 95 | $4.8M | $63K | $667 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 340 | $19.5M | $260K | $793 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 402 | $22.3M | $476K | $1,207 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 413 | $30.9M | $436K | $1,093 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Orion South match 401(k) contributions?
The match terms for the Orion South, Inc. Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $63K in employer contributions, about $667 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orion South 401(k) match vested?
The vesting schedule for the Orion South, Inc. Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orion South 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Orion South, Inc..
I left Orion South. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orion South, Inc., (504) 256-8355) or the recordkeeper, Fidelity Investments Institutional. The Orion South old 401(k) page lists the contacts from every plan filing. Find an old Orion South 401(k)
Data from the public Form 5500 annual reports Orion South filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 South. Not financial advice. Report a correction · Methodology