Origami Risk 401(k) Savings & Investment Plan
Sponsored by Origami Risk Llc · EIN 264060548 · Plan #001
- Total assets
- $75.4M
- Net assets
- $75.4M
- Active participants
- 867
- With balances
- 994
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $79,062 |
| Gallagher Fiduciary Advisors | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $12,500 |