Original filing (PDF)20231012155304NAL0031732641001

MOBIUS RISK GROUP

Name: MOBIUS RISK GROUP — MOBIUS RISK GROUP 401K PLAN, Form 5500 (2022)
Creator: MOBIUS RISK GROUP

Form 5500-SF

FILING_RECEIVED

MOBIUS RISK GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOBIUS RISK GROUP.

Plan sponsor

Name

MOBIUS RISK GROUP

EIN

01-0616875all filings

Address

5847 SAN FELIPE · #2502 · HOUSTON, TX · 77057

Phone

(713) 877-0404

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INTEGRATED WEALTH STRATEGIES LLC

INTEGRATED WEALTH STRATEGIES 401(K) PLAN

$53K · 7 participants

TRUSTED ADVISOR/TRUSTED TEAM, LLC DBA RETIREMENT EXTENDER

RETIREMENT EXTENDER 401(K) PLAN

$54K · 4 participants

NAVRO INVESTMENTS INC

NAVRO INVESTMENTS INC 401(K) PLAN

$54K · 33 participants

OPTIMAL CAPITAL ADVISORS, LLC

OPTIMAL CAPITAL ADVISORS 401K PLAN

$54K · 4 participants

OPUS GROUP OF KC, LLC

OPUS GROUP OF KC 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.