Ashlea Price signed Origin Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Origin Bancorp, Inc.'s EIN is 72-1192928.
Download the official 2024 Form 5500 (PDF) for Origin Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Origin Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $136K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen LifeSty Income R6 Fd | Mutual Funds | — | $0 | $36.0M | 31.9% | |
| Participant Loans | Participant loans | — | $0 | $12.9M | 11.4% | |
| Nuveen LifeSty Growth R6 Fd | Mutual Funds | — | $0 | $11.4M | 10.1% | |
| Fed Hermes Gov Oblg Prmr Fd | Other securities | — | $0 | $8.1M | 7.2% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | $0 | $6.0M | 5.3% | |
| Baird MidCap Inst Fund | Other securities | — | $0 | $5.9M | 5.2% | |
| T. Rowe Price Dividend Gr Fund | Other securities | — | $0 | $4.8M | 4.3% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $4.5M | 4.0% | |
| Vanguard Short Term Fed Adm Fd | Mutual Funds | — | $0 | $3.0M | 2.7% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | $0 | $2.9M | 2.6% | |
| Nuveen LifeSty Agg Gr R6 Fd | Mutual Funds | — | $0 | $2.5M | 2.2% | |
| Nuveen LifeSty Con R6 Fd | Mutual Funds | — | $0 | $2.1M | 1.9% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $2.0M | 1.8% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $2.0M | 1.7% | |
| MFS New Discovery R6 Fund | Mutual Funds | — | $0 | $1.6M | 1.4% | |
| MFS Growth R6 Fund | Mutual Funds | — | $0 | $1.4M | 1.3% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $1.4M | 1.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $1.4M | 1.2% | |
| Dodge & Cox Stock I Fund | Mutual Funds | — | $0 | $1.0M | 0.9% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $1.0M | 0.9% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $466K | 0.4% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $186K | 0.2% | |
| Origin Bancorp Inc | Common Stocks | — | $0 | $79K | <0.1% | |
| Nuveen LifeSty Mod R6 Fund | Mutual Funds | — | $0 | $73K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
