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Original filing (PDF)20250625163447NAL0008003537001
ORIGIN BANCORP, INC.
Form 5500
FILING_RECEIVED
ORIGIN BANCORP, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
1,031
Accounts w/ balance
1,199
Plan assets (EOY)
$112.7M
Net assets (EOY)
$112.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
84
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nuveen LifeSty Income R6 Fd" is 32% of plan.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORIGIN BANCORP, INC..
Plan sponsor
Name
ORIGIN BANCORP, INC.
EIN
72-1192928
Address
500 S. SERVICE ROAD EAST · RUSTON, LA · 712703404
Phone
(318) 255-2222
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $136K | — |
Investments
24 direct securities· $112.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen LifeSty Income R6 Fd | — | — | $0 | $36.0M | 31.9% | |
| Participant Loans | — | — | $0 | $12.9M | 11.4% | |
| Nuveen LifeSty Growth R6 Fd | — | — | $0 | $11.4M | 10.1% | |
| Fed Hermes Gov Oblg Prmr Fd | — | — | $0 | $8.1M | 7.2% | |
| Dodge & Cox Income I Fund | — | — | $0 | $6.0M | 5.3% | |
| Baird MidCap Inst Fund | — | — | $0 | $5.9M | 5.2% | |
| T. Rowe Price Dividend Gr Fund | — | — | $0 | $4.8M | 4.3% | |
| Vanguard Mid Cap Index Adm Fd | — | — | $0 | $4.5M | 4.0% | |
| Vanguard Short Term Fed Adm Fd | — | — | $0 | $3.0M | 2.7% | |
| Vanguard RE Index Adm Fund | — | — | $0 | $2.9M | 2.6% | |
| Nuveen LifeSty Agg Gr R6 Fd | — | — | $0 | $2.5M | 2.2% | |
| Nuveen LifeSty Con R6 Fd | — | — | $0 | $2.1M | 1.9% | |
| Vanguard 500 Index Admiral Fd | — | — | $0 | $2.0M | 1.8% | |
| Vanguard Intl Growth Adm Fd | — | — | $0 | $2.0M | 1.7% | |
| MFS New Discovery R6 Fund | — | — | $0 | $1.6M | 1.4% | |
| MFS Growth R6 Fund | — | — | $0 | $1.4M | 1.3% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $1.4M | 1.2% | |
| American Funds NewWorld R6 | — | — | $0 | $1.4M | 1.2% | |
| Dodge & Cox Stock I Fund | — | — | $0 | $1.0M | 0.9% | |
| Vanguard Sm Cap Index Adm Fund | — | — | $0 | $1.0M | 0.9% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $466K | 0.4% | |
| PIMCO Income Institutional Fd | — | — | $0 | $186K | 0.2% | |
| Origin Bancorp Inc | — | — | $0 | $79K | <0.1% | |
| Nuveen LifeSty Mod R6 Fund | — | — | $0 | $73K | <0.1% |
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