Back to filter
Original filing (PDF)20251014160942NAL0001664163001
OBSIDIAN SOLUTIONS GROUP LLC
Form 5500
FILING_RECEIVED
OBSIDIAN SOLUTIONS GROUP 401(K) PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
239
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBSIDIAN SOLUTIONS GROUP LLC.
Plan sponsor
Name
OBSIDIAN SOLUTIONS GROUP LLC
EIN
27-3709520
Address
1130 INTERNATIONAL PARKWAY, STE125 · FREDERICKSBURG, VA · 22406
Phone
(877) 503-0222
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
YOUNT,HYDE,BARBOUR P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES INC | — | LOS ANGELES, CA | BROKER/ADVISER | $0 | — |
Investments
12 direct securities · 17 pooled funds· $12.2M(100% of reported assets)
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.
Common Collective Trust
$10.0M
17 holdings
Uncategorized
$2.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $2.9M | 23.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $2.9M | 23.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.7M | 22.0% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.0M | 8.4% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $865K | 7.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $417K | 3.4% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $381K | 3.1% | |
| Notes Receivable from Participants Interest rates 4.25% to 9.50% | — | — | — | $310K | 2.5% | |
| Blackrock Technology Opportunities K Mutual Fund | — | — | — | $216K | 1.8% | |
| STABLE VALUE FUND FEE CLASS I1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $84K | 0.7% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $75K | 0.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $59K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $57K | 0.5% | |
| MID CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $51K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $47K | 0.4% | |
| International Equity Fund Fee Class I1 Collective Trust Funds | — | — | — | $31K | 0.3% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $31K | 0.3% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $16K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $12K | <0.1% | |
| Fidelity Emerging Markets K Mutual Fund | — | — | — | $11K | <0.1% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $8K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $8K | <0.1% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $7K | <0.1% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $6K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $45 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size All Other Professional Services plans
BARTLETT MANAGEMENT INC
BARTLETT MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$12.2M · 16 participants
NIKA TECHNOLOGIES, INC. DBA NIKA ARCHITECTS AND ENGINEERS
NIKA TECHNOLOGIES, INC. DBA NIKA ARCHITECTS AND ENGINEERS 401(K) PROFIT SHARING PLAN
$12.2M · 273 participants
MRL COMPANY
MRL COMPANY 401K PLAN
$12.2M · 21 participants
INVISO CORP.
INVISO CORP. 401(K) PLAN
$12.2M · 78 participants
ABSOLUTECARE, LLC
ABSOLUTECARE, LLC 401(K) PLAN
$12.2M · 454 participants
MILLER & CHITTY CO., INC.
MILLER & CHITTY CO. PROFIT SHARING PLAN
$12.2M · 36 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B