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Original filing (PDF)20251013141101NAL0001475569001
MOBIS-ALABAMA, LLC
Form 5500
FILING_RECEIVED
MOBIS-ALABAMA 401(K) PLAN
401(k) retirement plan
Active participants
1,964
Accounts w/ balance
1,936
Plan assets (EOY)
$57.9M
Net assets (EOY)
$57.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
- 44 bps in Schedule C fees — 174% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBIS-ALABAMA, LLC.
Plan sponsor
Name
MOBIS-ALABAMA, LLC
EIN
03-0490785
Address
1395 MITCHELL YOUNG ROAD · MONTGOMERY, AL · 36108
Phone
(334) 387-4800
Industry
Manufacturingsee 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
2025-10-13
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KLICHS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $173K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $81K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $900 | — |
Investments
33 direct securities · 1 pooled fund· $57.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$54.4M
33 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $8.4M | 14.5% | |
| Putnam Income Fund Class R6 | — | — | — | $8.3M | 14.4% | |
| Grest-West Great-West US Government Securities Fund Institutional Class | — | — | — | $6.4M | 11.1% | |
| and maturity dates through December 2029 | — | — | — | $5.4M | 9.4% | |
| AllianceBernstein Growth Fund Class I | — | — | — | $3.5M | 6.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| Delaware Value Fund Class R6 | — | — | — | $3.3M | 5.7% | |
| T. Rowe Price T. Rowe Price Global Stock Fund Class I | — | — | — | $3.1M | 5.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.7M | 4.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $2.5M | 4.2% | |
| MFS International Intrinsic Value Fund Class R6 | — | — | — | $1.8M | 3.2% | |
| PIMCO International Bond (USD-Hedged) Fund Institutional Class | — | — | — | $1.6M | 2.8% | |
| BNY Mellon BNY Mellon Small/Mid Cap Growth Fund Class Y | — | — | — | $1.6M | 2.7% | |
| Invesco Oppenheimer Developing Markets Fund Class R6 | — | — | — | $1.3M | 2.3% | |
| PGIM High-Yield Fund Class R6 | — | — | — | $821K | 1.4% | |
| Fidelity Select Software & IT Services Portfolio | — | — | — | $579K | 1.0% | |
| American Funds 2030 Target Date Fund Class R6 | — | — | — | $541K | 0.9% | |
| Fidelity Select Medical Equipment & Systems Portfolio | — | — | — | $432K | 0.7% | |
| Fidelity Advisor Corporate Bond Fund Class Z | — | — | — | $368K | 0.6% | |
| American Funds 2040 Target Date Fund Class R6 | — | — | — | $360K | 0.6% | |
| American Funds 2035 Target Date Fund Class R6 | — | — | — | $300K | 0.5% | |
| VanEck International Investors Gold Fund ClassI | — | — | — | $203K | 0.4% | |
| American Funds 2045 Target Date Fund Class R6 | — | — | — | $180K | 0.3% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | — | — | — | $159K | 0.3% | |
| American Funds 2060 Target Date Fund Class R6 | — | — | — | $110K | 0.2% | |
| American Funds 2055 Target Date Fund Class R6 | — | — | — | $108K | 0.2% | |
| Fidelity Select Utilities Portfolio | — | — | — | $89K | 0.2% | |
| TIAA TIAA-CREF Real Estate Securities Fund Institutional Class | — | — | — | $84K | 0.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $77K | 0.1% | |
| American Funds 2050 Target Date Fund Class R6 | — | — | — | $50K | <0.1% | |
| Alger Small Cap Focus Fund Class Z | — | — | — | $30K | <0.1% | |
| American Funds 2025 Target Date Fund Class R6 | — | — | — | $27K | <0.1% | |
| Ceredex Virtus Ceredex Mid-Cap Value Equity R6 | — | — | — | $3K | <0.1% | |
| Janus Henderson Janus Henderson Small Cap Value Fund Class N | — | — | — | $2K | <0.1% |
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