How big is Obxtek, Inc.'s plan?

Obxtek, Inc.'s plan reported $34.3M in assets and 325 participants for 2024.

Original filing (PDF)20250826121625NAL0008689281001

Obxtek, Inc.

Name: Obxtek, Inc. — Obxtek, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Obxtek, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Obxtek, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Obxtek, Inc.'s Obxtek, Inc. 401(k) Profit Sharing Plan held $34.3M in plan assets for 325 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

325

Accounts w/ balance

649

Plan assets (EOY)

$34.3M

Net assets (EOY)

$34.3M

People on this filing

ED Jesson signed Obxtek, Inc.'s 2024 Form 5500 as plan administrator.

ED Jesson — 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

Obxtek, Inc.'s EIN is 26-4652377.

EIN 26-4652377

Plan number 001

Plan year 2024

ACK ID 20250826121625NAL0008689281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Obxtek, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Obxtek, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

OBXTEK, INC.

EIN

all filings

Address

2000 CORPORATE RIDGE ROAD SUITE 400 · MCLEAN, VA · 22102

Phone

(703) 373-3736

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$89K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	—	PENNINGTON, NJ	INVESTMENT ADVISOR	$57K	—

Investments

40 direct securities· $34.3M(100% of reported assets)

Other securities

$19.4M

22 holdings

Mutual Funds

$7.1M

13 holdings

Common Collective Trusts

$6.5M

2 holdings

Common Stocks

$921K

1 holding

Bonds / Notes

$240K

1 holding

U.S. Treasuries

$162K

1 holding

					% of plan
Ishares S&P 500 Index K	Common Collective Trusts	—	—	$5.4M	15.8%
Blackrock Lifepath Index 2035 K	Other securities	—	—	$3.0M	8.7%
T. Rowe Price T. Rowe Price Large Cap Growth	Other securities	—	—	$2.4M	7.0%
Blackrock Lifepath Index 2030 K	Other securities	—	—	$1.6M	4.8%
Blackrock Lifepath Index Retirement K	Other securities	—	—	$1.5M	4.4%
Blackrock Lifepath Index 2045 K	Other securities	—	—	$1.4M	4.0%
American Funds American Funds New World R6	Mutual Funds	—	—	$1.2M	3.5%
Ishares Msci Eafe International Index K	Other securities	—	—	$1.2M	3.5%
Blackrock Lifepath Index 2040 K	Other securities	—	—	$1.1M	3.2%
JP Morgan JPMORGAN CORE BOND R6	Other securities	—	—	$1.1M	3.1%
Ishares Russell 2000 Small-Capital Index K	Common Collective Trusts	—	—	$1.0M	3.0%
Janus Henderson Janus Henderson Balanced N	Mutual Funds	—	—	$984K	2.9%
MFS Aggressive Growth Allocation R4	Mutual Funds	—	—	$951K	2.8%
Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund	Common Stocks	—	—	$921K	2.7%
Ishares Russell Mid-Cap Index K	Other securities	—	—	$865K	2.5%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$832K	2.4%
Blackrock Lifepath Index 2055 K	Other securities	—	—	$759K	2.2%
Ishares U.S. Aggregate Bond Index K	Other securities	—	—	$739K	2.2%
Blackrock Lifepath Index 2050 K	Other securities	—	—	$704K	2.1%
PIMCO Real Return Instl	Mutual Funds	—	—	$634K	1.8%
First Eagle First Eagle Global R6	Other securities	—	—	$605K	1.8%
American Funds AMERICAN FUNDS US GOVERNMENT SEC R6 1 Ariel Investments Ariel Fund Institutional	Mutual Funds	—	—	$569K	1.7%
American Funds American Funds Europacific GR R6	Mutual Funds	—	—	$538K	1.6%
MFS Value R6	Mutual Funds	—	—	$514K	1.5%
JP Morgan Undiscovered Mgrs Behavioural Value R6	Other securities	—	—	$419K	1.2%
Calvert US Large Capital Core RSPNB Index I	Other securities	—	—	$401K	1.2%
Blackrock Black High Yield Bond Portfolio K	Other securities	—	—	$372K	1.1%
PIMCO Commodity Real Ret Strat Instl	Mutual Funds	—	—	$339K	1.0%
Blackrock Lifepath Index 2060 K	Other securities	—	—	$295K	0.9%
Cohen & Steers Cohen & Steers Global Reality Z	Other securities	—	—	$278K	0.8%
DWS Reef Real Estate Securities R6	Other securities	—	—	$251K	0.7%
MFS Moderate Allocation R4	Mutual Funds	—	—	$248K	0.7%
Plan Participants Notes receivable from participants, maturing through September 2035, with interest rates of 4.25% to 9.50%.	Bonds / Notes	—	—	$240K	0.7%
Causeway International Value INSTL	Other securities	—	—	$223K	0.6%
MFS Conservative Allocation R4	Mutual Funds	—	—	$165K	0.5%
Clearbridge Small Capital Growth IS	Other securities	—	—	$163K	0.5%
PIMCO Int Bond (USD-Hedged) Inst	U.S. Treasuries	—	—	$162K	0.5%
Putnam Income R6	Mutual Funds	—	—	$100K	0.3%
MFS International New Discovery R6	Mutual Funds	—	—	$65K	0.2%
Blackrock Lifepath Index 2065 K	Other securities	—	—	$58K	0.2%