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Original filing (PDF)20250522155906NAL0004789936001
ORIGAMI RISK LLC
Form 5500
FILING_RECEIVED
ORIGAMI RISK 401(K) SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
867
Accounts w/ balance
994
Plan assets (EOY)
$75.4M
Net assets (EOY)
$75.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORIGAMI RISK LLC.
Plan sponsor
Name
ORIGAMI RISK LLC
EIN
26-4060548
Address
222 N LASALLE SUITE 2125 · CHICAGO, IL · 60601
Phone
(312) 546-6515
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $79K | — |
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $25K | — |
| SIKICH CPA LLC | 54-1172176 | — | NONE | $13K | — |
Investments
29 direct securities· $74.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $14.4M | 19.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $8.5M | 11.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $8.0M | 10.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $6.6M | 8.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $5.0M | 6.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $4.6M | 6.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $3.9M | 5.2% | |
| Fidelity Growth Discovery K Fidelity 0 | — | — | — | $3.1M | 4.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.6M | 3.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $2.2M | 2.9% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $1.8M | 2.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.7M | 2.2% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $1.7M | 2.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.7M | 2.2% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $1.5M | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1.3M | 1.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.2M | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $989K | 1.3% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $750K | 1.0% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $734K | 1.0% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $723K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $583K | 0.8% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $507K | 0.7% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $421K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $237K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $152K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $73K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $46K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $26K | <0.1% |