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Original filing (PDF)20250908160613NAL0019622769001
OBSIDIAN GLOBAL, LLC
Form 5500
FILING_RECEIVED
OBSIDIAN GLOBAL LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
282
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBSIDIAN GLOBAL, LLC.
Plan sponsor
Name
OBSIDIAN GLOBAL, LLC
DBA
OBSIDIAN
EIN
46-3825621
Address
1055 THOMAS JEFFERSON NW · STE 310 · WASHINGTON, DC · 20007
Phone
(202) 847-6100
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $37K | — |
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $15K | — |
| M3 ADVISORY GROUP LLC | 11-3769499 | — | NONE | $15K | — |
Investments
20 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $2.6M | 23.1% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $1.9M | 16.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $1.5M | 13.5% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | — | — | — | $1.2M | 10.5% | |
| Vanguard Wellesley Income Admiral Mutual Fund ** 251 * Vanguard 500 Index F Mutual Fund | — | — | — | $865K | 7.6% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund | — | — | — | $777K | 6.8% | |
| Vanguard Growth Index Fd Admiral Mutual Fund | — | — | — | $664K | 5.8% | |
| Vanguard Total Stock Mkt Indx Fd Adm Mutual Fund | — | — | — | $285K | 2.5% | |
| Vanguard Developed Mkts Index Adm Mutual Fund | — | — | — | $248K | 2.2% | |
| Vanguard Value Index Admiral Mutual Fund | — | — | — | $247K | 2.2% | |
| Standard Stable Asset A Insuance General Account | — | — | — | $193K | 1.7% | |
| Vanguard Small Cap Index Admiral Sh Mutual Fund | — | — | — | $141K | 1.2% | |
| Vanguard Mid Cap Growth Index Admira Mutual Fund | — | — | — | $136K | 1.2% | |
| Notes receivable from participants Bearing interest at 3.25%-8.5% - | — | — | — | $132K | 1.2% | |
| Fidelity Us Bond Index Fd Mutual Fund | — | — | — | $122K | 1.1% | |
| Vanguard Mid Cap Valindex Admiral Mutual Fund | — | — | — | $103K | 0.9% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $94K | 0.8% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $60K | 0.5% | |
| Vanguard Balanced Index Fd Admiral Mutual Fund | — | — | — | $42K | 0.4% | |
| Nuveen Lifecycle Index Ret Inc R6 Mutual Fund | — | — | — | $1K | <0.1% |
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