The Orvis Company, Inc. 401(k) Plan: Login, Facts & Contact Information

The Orvis Company, Inc. 401(k) Plan Facts

Plan name
THE ORVIS COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE ORVIS COMPANY, INC.
Participants
2,160 (1,728 active employees)
Former employees with a balance
609
Plan assets
$104,681,846 at Dec 31, 2024
Average account balance
$52,184 across 2,006 accounts
Employer contributions
$2,269,423 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.72 million went into the plan in contributions, $2.27 million of it from the employer (29%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $13.3 million.
  • Administrative expenses were $152,672, about $76 per account.

How the The Orvis Company, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,145$73.4 million$2.16 million$5.04 million
20202,208$85.7 million$1.92 million$8.00 million
20211,914$97.8 million$2.24 million$6.67 million
20222,238$81.4 million$2.35 million$5.78 million
20232,259$94.4 million$1.33 million$9.86 million
20242,160$104.7 million$2.27 million$10.6 million

The Orvis Company, Inc. 401(k) Contact Information

Phone
802-362-3622
Mailing address
178 CONSERVATION WAY, SUNDERLAND VT 052504465
Plan sponsor
THE ORVIS COMPANY, INC.
Employer identification number (EIN)
03-0215459
Plan number
002

Questions about the The Orvis Company, Inc. 401(k)

Does The Orvis Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.27 million, 29% of all contributions.

Does the The Orvis Company, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Orvis Company, Inc 401(k) plan?

2,160 participants at the start of plan year 2024, 1,728 of them active employees, and 609 former employees who still had money in the plan.

What is the average 401(k) balance at The Orvis Company, Inc?

About $52,184 per account: $104.7 million in plan assets across 2,006 accounts with a balance at the end of plan year 2024.

Who manages the The Orvis Company, 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 The Orvis Company, 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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