How big is Origen Financial Services LLC's plan?

Origen Financial Services LLC's plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20251001100849NAL0017664883001

Origen Financial Services LLC

Name: Origen Financial Services LLC — Origen Financial, Form 5500 (2024)
Creator: Origen Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Origen Financial Services LLC 401(k) Plan

401(k) retirement plan · Origen Financial Services LLC's Origen Financial Services LLC 401(k) Plan held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Julie Edison signed Origen Financial Services LLC's 2024 Form 5500 as plan administrator.

Julie Edison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Origen Financial Services LLC's EIN is 26-2984095.

EIN 26-2984095

Plan number 001

Plan year 2024

ACK ID 20251001100849NAL0017664883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Origen Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Origen Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORIGEN FINANCIAL SERVICES LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score