Claire Hundt signed Origis USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Origis USA, LLC's EIN is 38-3894430.
Download the official 2024 Form 5500 (PDF) for Origis USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Origis USA, LLC's plan includes a self-directed brokerage window, profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $15K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $2.4M | 14.0% | |
| FID 500 IDX Mutual fund | Common Collective Trusts | — | — | $2.2M | 12.8% | |
| FID FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $1.8M | 10.5% | |
| FID FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $1.5M | 8.6% | |
| FID LG CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $1.2M | 6.9% | |
| FID FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $1.2M | 6.8% | |
| FID FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $1.1M | 6.2% | |
| NB LG CAP VALUE R6 Mutual fund | Other securities | — | — | $574K | 3.3% | |
| Fidelity Self-Directed Brokeragelink Interest and non-interest Accounts bearing cash, common stock, external fund, and units investment trusts | Self-Directed Brokerage | — | — | $565K | 3.3% | |
| FID FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $546K | 3.2% | |
| FID FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $481K | 2.8% | |
| FID INTL IDX Mutual fund | Common Collective Trusts | — | — | $332K | 1.9% | |
| Notes receivable from participants 8.75% - 9.50% | Bonds / Notes | — | — | $306K | 1.8% | |
| COL SMALL CAP IDX I3 Mutual fund | Common Collective Trusts | — | — | $293K | 1.7% | |
| FID FDM IDX INC IPR Mutual fund | Common Collective Trusts | — | — | $264K | 1.5% | |
| FID FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $225K | 1.3% | |
| FID ENV ALT ENERGY Mutual fund | Mutual Funds | — | — | $206K | 1.2% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $206K | 1.2% | |
| J H ENTERPRISE N Mutual fund | Common Stocks | — | — | $200K | 1.2% | |
| FID GOVT MMKT K6 Money market fund | Mutual Funds | — | — | $186K | 1.1% | |
| AS SPL MID CAP VAL R6 Mutual fund | Other securities | — | — | $174K | 1.0% | |
| CALV US LG CP GRI I Mutual fund | Other securities | — | — | $152K | 0.9% | |
| GS EM MKT EQ INS R6 Mutual fund | Other securities | — | — | $142K | 0.8% | |
| FID INVST GR BD Mutual fund | Mutual Funds | — | — | $133K | 0.8% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $130K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $116K | 0.7% | |
| DFA REAL EST SEC I Mutual fund | Mutual Funds | — | — | $108K | 0.6% | |
| DFA US TARGET VAL I Mutual fund | Mutual Funds | — | — | $99K | 0.6% | |
| MFS INTL GROWTH R6 Mutual fund | Mutual Funds | — | — | $98K | 0.6% | |
| FID FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $53K | 0.3% | |
| Managed Income Portfolio II Common/collective trust | Common Collective Trusts | — | — | $40K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $40K | 0.2% | |
| FID SMALL CAP GR K6 Mutual fund | Mutual Funds | — | — | $38K | 0.2% |
