How big is Origin Wealth Advisers LLC's plan?

Origin Wealth Advisers LLC's plan reported $431K in assets and 3 participants for 2024.

Original filing (PDF)20251010112433NAL0017784562001

Origin Wealth Advisers LLC

Name: Origin Wealth Advisers LLC — Origin Wealth Advisers, Form 5500 (2024)
Creator: Origin Wealth Advisers LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Origin Wealth Advisers LLC 401(k) Plan

401(k) retirement plan · Origin Wealth Advisers LLC's Origin Wealth Advisers LLC 401(k) Plan held $431K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

People on this filing

Richard Tatum signed Origin Wealth Advisers LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Origin Wealth Advisers LLC's EIN is 47-1153464.

EIN 47-1153464

Plan number 001

Plan year 2024

ACK ID 20251010112433NAL0017784562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Origin Wealth Advisers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Origin Wealth Advisers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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