How big is Obsidian Planning Solutions, Inc.'s plan?

Obsidian Planning Solutions, Inc.'s plan reported $35K in assets and 3 participants for 2025.

Original filing (PDF)20260411163518NAL0026390466001

Obsidian Planning Solutions, Inc.

Name: Obsidian Planning Solutions, Inc. — Obsidian Plannin, Form 5500 (2025)
Creator: Obsidian Planning Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Obsidian Planning Solutions, Inc. 401(k) Plan

401(k) retirement plan · Obsidian Planning Solutions, Inc.'s Obsidian Planning Solutions, Inc. 401(k) Plan held $35K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Jamie Lerner signed Obsidian Planning Solutions, Inc.'s 2025 Form 5500 as plan administrator.

Jamie Lerner — 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

Obsidian Planning Solutions, Inc.'s EIN is 84-3018870.

EIN 84-3018870

Plan number 001

Plan year 2025

ACK ID 20260411163518NAL0026390466001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Obsidian Planning Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OBSIDIAN PLANNING SOLUTIONS, INC..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OBSIDIAN PLANNING SOLUTIONS, INC.

EIN

all filings

Address

2099 GAITHER RD STE 110 · ROCKVILLE, MD · 208504000

Phone

(301) 538-8115

Industry

Finance & Insurance

Plan administrator