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THE ORLO FUND 401K PLAN 401k Plan overview

Plan NameTHE ORLO FUND 401K PLAN
Plan identification number 001

THE ORLO FUND 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AJO REALTY, LLC has sponsored the creation of one or more 401k plans.

Company Name:AJO REALTY, LLC
Employer identification number (EIN):264562632
NAIC Classification:533110
NAIC Description:Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORLO FUND 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ORLO MANAGEMENT LLC2024-05-21
0012022-01-01MARC ORLOFSKY2023-05-23 MARC ORLOFSKY2023-05-23
0012021-01-01MARC ORLOFSKY2022-05-02
0012020-01-01MARC ORLOFSKY2021-05-05
0012020-01-01MARC ORLOFSKY2021-05-05
0012019-01-01ORLOFSKY MARC2020-05-09 ORLOFSKY MARC2020-05-09
0012018-01-01LISA SEEMANN2019-06-13
0012017-01-01LISA SEEMANN2018-07-25 LISA SEEMANN2018-07-25

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