Back to filter
Original filing (PDF)20250730052750NAL0003637729001
MOBILE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
MOBILE MANAGEMENT, LLC 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
~106 bps in Sched C fees
Active participants
438
Accounts w/ balance
887
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 106 bps in Schedule C fees — 265% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBILE MANAGEMENT, LLC.
Plan sponsor
Name
MOBILE MANAGEMENT, LLC
EIN
03-0446689
Address
1055 E. JERICHO TPK. · HUNTINGTON, NY · 11743
Phone
(631) 423-6777
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $107K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $84K | — |
Investments
24 direct securities· $17.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 13.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.1M | 11.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $1.5M | 8.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.7% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $1.2M | 6.7% | |
| AMERICAN BEACON LG CAP VAL R6 | Registered Investment Companies | — | — | $1.2M | 6.6% | |
| AMF AMCAP R6 | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $988K | 5.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $668K | 3.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $639K | 3.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $606K | 3.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $597K | 3.3% | |
| INVESCO INTL DIVERS R6 | Registered Investment Companies | — | — | $532K | 3.0% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $286K | 1.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $271K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $197K | 1.1% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $162K | 0.9% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $146K | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $143K | 0.8% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $142K | 0.8% | |
| TEMPLETON FOREIGN FUND R6 | Registered Investment Companies | — | — | $112K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $86K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $59K | 0.3% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Retail Trade plans
MARK MILLER SUBARU, INC.
MARK MILLER SUBARU, INC. 401(K) PLAN
$18.0M · 215 participants
HELLER FORD SALES, INC.
HELLER 401(K) PLAN
$18.0M · 223 participants
GRIFFIN FORD, INC.
GRIFFIN FORD, INC. 401(K) PLAN
$18.0M · 277 participants
VOSS AUTO NETWORK
VOSS AUTO NETWORK 401(K) RETIREMENT PLAN
$18.0M · 351 participants
RUXER FORD LINCOLN, INC.
RUXER FORD LINCOLN, INC. EMPLOYEES PROFIT SHARING AND SAVINGS PLAN
$18.0M · 100 participants
MOORE AUTOMOTIVE, INC.
MOORE AUTOMOTIVE, INC. 401(K) PLAN & TRUST
$18.0M · 189 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B