AUMdb

Obsidian Global Llc 401(k) Plan

Sponsored by Obsidian Global, Llc · EIN 463825621 · Plan #002

Total assets
$11.4M
Net assets
$11.4M
Active participants
258
With balances
282

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024
M3 Advisory Group, Llc CRD 156208 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $36,646
Lpl Financial Corporation Rpcp Investment advisory (plan), Consulting fees $15,036
M3 Advisory Group Llc Investment advisory (plan), Consulting fees $15,036