Plan Sponsor signed Obsidian Solutions Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Obsidian Solutions Group LLC's EIN is 27-3709520.
Download the official 2024 Form 5500 (PDF) for Obsidian Solutions Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Obsidian Solutions Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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 | Other securities | — | — | $381K | 3.1% | |
| Notes Receivable from Participants Interest rates 4.25% to 9.50% | Bonds / Notes | — | — | $310K | 2.5% | |
| Blackrock Technology Opportunities K Mutual Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $59K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $47K | 0.4% | |
| International Equity Fund Fee Class I1 Collective Trust Funds | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE ESTATE SECURITIES INC | — | LOS ANGELES, CA | BROKER/ADVISER | $0 | — |
