Andrew FREY signed Obermayer Rebmann Maxwell & Hippel LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Obermayer Rebmann Maxwell & Hippel LLP's EIN is 23-0549120.
Download the official 2024 Form 5500 (PDF) for Obermayer Rebmann Maxwell & Hippel LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Obermayer Rebmann Maxwell & Hippel LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INV ADVISORY |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $69.3M | 81.2% | |
| [Assets held in common stock] | Other | — | — | $3.8M | 4.5% | |
| [Assets held in common collective trust] | Other | — | — | $3.1M | 3.6% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.1M | 3.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.1M | 2.4% | |
| [Assets held in participant loans] | Other | — | — | $273K | 0.3% |
| $21K |
| — |
| EQUITABLE ADVISORS | — | SAN DIEGO, CA | CONSULTANT | $12K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV. ADVISORY | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL - NMWMC | 39-2018056 | — | CONTRACT ADMINISTRATOR | $2K | — |
| TALCOTT RESOLUTION LIFE INS CO | 06-0194148 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INC. | — | ST. LOUIS, MO | NONE | $7K | — |
