Original filing (PDF)20251013084509NAL0002114722003

OBEX SECURITIES LLC

Name: OBEX SECURITIES LLC — OBEX SECURITIES LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OBEX SECURITIES LLC

Form 5500-SF

FILING_RECEIVED

OBEX SECURITIES LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OBEX SECURITIES LLC

EIN

13-4187305

Address

290 OVERLOOK ROAD · NEW ROCHELLE, NY · 10804

Phone

(914) 833-1800

Industry