What public Form 5500 filings show about the Origin Advisory Group LLC 401(k) plan — and how to find and check your own account.
Origin Advisory Group LLC (EIN 83-0641145) reports ORIGIN ADVISORY LLC 401K on its most recent Form 5500, with $21K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Origin Advisory Group LLC filing — schedules, fees, and providers.
Origin Advisory Group LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Origin Advisory Group LLCHR for the recordkeeper’s name and login.
