How big is OBI3 LLC's plan?

OBI3 LLC's plan reported $224K in assets and 5 participants for 2025.

Original filing (PDF)20260506151523NAL0001602179001

OBI3 LLC

Name: OBI3 LLC — OBI3 LLC 401(k) Profit Sharing Plan &, Form 5500 (2025)
Creator: OBI3 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OBI3 LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · OBI3 LLC's OBI3 LLC 401(k) Profit Sharing Plan & Trust held $224K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Edward Rojas signed OBI3 LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

OBI3 LLC's EIN is 38-4137769.

EIN 38-4137769

Plan number 001

Plan year 2025

ACK ID 20260506151523NAL0001602179001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OBI3 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OBI3 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

OBI3 LLC

EIN

all filings

Address

856 WALWORTH PENFIELD RD STE 1 · MACEDON, NY · 145029335

Phone

(315) 538-0168

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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