How big is Origin Advisory Group LLC's plan?

Origin Advisory Group LLC's plan reported $21K in assets and 1 participants for 2024.

Original filing (PDF)20250722170800NAL0003942704001

Origin Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

Origin Advisory LLC 401(k)

401(k) retirement plan · Origin Advisory Group LLC's Origin Advisory LLC 401(k) held $21K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Shirley Horner signed Origin Advisory Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Advisory Group LLC's EIN is 83-0641145.

EIN 83-0641145

Plan number 001

Plan year 2024

ACK ID 20250722170800NAL0003942704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Origin Advisory Group 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 ADVISORY GROUP 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