Orion Real Estate Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Orion Real Estate Services, Inc. 401(k) Plan Facts

Plan name
ORION REAL ESTATE SERVICES, INC. 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORION REAL ESTATE SERVICES, INC.
Participants
791 (1,004 active employees)
Former employees with a balance
332
Plan assets
$11,093,570 at Dec 31, 2024
Average account balance
$11,105 across 999 accounts
Employer contributions
$370,815 in plan year 2024 (14% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.71 million went into the plan in contributions, $370,815 of it from the employer (14%).
  • $3.21 million was paid out to participants.
  • Investment and other income added $1.20 million.
  • Administrative expenses were $120,433, about $121 per account.

How the Orion Real Estate Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019825$6.90 million$219,753$1.97 million
2020719$8.25 million$268,957$1.19 million
2021675$9.31 million$272,737$1.62 million
2022630$7.93 million$280,458$1.44 million
2023683$10.5 million$359,688$1.08 million
2024791$11.1 million$370,815$3.21 million

Orion Real Estate Services, Inc. 401(k) Contact Information

Phone
713-622-5844
Mailing address
19219 KATY FREEWAY STE 500, HOUSTON TX 77094
Plan sponsor
ORION REAL ESTATE SERVICES, INC.
Employer identification number (EIN)
76-0156150
Plan number
001

Questions about the Orion Real Estate Services, Inc. 401(k)

Does Orion Real Estate Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $370,815, 14% of all contributions.

Does the Orion Real Estate Services, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Orion Real Estate Services, Inc 401(k) plan?

791 participants at the start of plan year 2024, 1,004 of them active employees, and 332 former employees who still had money in the plan.

What is the average 401(k) balance at Orion Real Estate Services, Inc?

About $11,105 per account: $11.1 million in plan assets across 999 accounts with a balance at the end of plan year 2024.

Who manages the Orion Real Estate Services, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Orion Real Estate Services, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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