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Original filing (PDF)20251015131510NAL0002466435001
HOBSON & MOTZER, INC.
Form 5500
FILING_RECEIVED
HOBSON & MOTZER, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
367
Plan assets (EOY)
$38.9M
Net assets (EOY)
$38.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOBSON & MOTZER, INC..
Plan sponsor
Name
HOBSON & MOTZER, INC.
EIN
06-0676969
Address
30 AIRLINE RD · DURHAM, CT · 064221000
Phone
(860) 349-1756
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL, LLC | 06-1517948 | — | INVESTMENT ADVISORY | $0 | — |
| DIMEO SCHNEIDER | 36-4001764 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $115K | — |
Investments
27 direct securities · 1 pooled fund· $39.0M(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
$37.6M
27 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The American Funds Amer Funds Amer Bal R6 F | — | — | — | $3.3M | 8.5% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $3.0M | 7.6% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $2.8M | 7.2% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $2.7M | 6.9% | |
| MFS Investment MFS Mass Inv Growth Stk R6 Fd | — | — | — | $2.6M | 6.6% | |
| Management Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $2.4M | 6.2% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fd | — | — | — | $2.2M | 5.6% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $1.9M | 5.0% | |
| Neuberger Berman Neuberger Berm Genesis R6 Fund | — | — | — | $1.8M | 4.6% | |
| Management Vanguard Group Vanguard Mid Cap Index Adm Fd | — | — | — | $1.6M | 4.2% | |
| The American Funds Am Fds Fndmtl Inv R6 Fund | — | — | — | $1.5M | 3.9% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | — | — | — | $1.5M | 3.9% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | — | — | — | $1.5M | 3.8% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $1.3M | 3.3% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $998K | 2.6% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $954K | 2.4% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $926K | 2.4% | |
| MFS Investment MFS Value R6 Fund | — | — | — | $914K | 2.3% | |
| Management BlackRock Total Return K Fund | — | — | — | $902K | 2.3% | |
| Investors Trust Co * Notes receivable from Loans to participants collateralized by - | — | — | — | $840K | 2.2% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $680K | 1.7% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | — | — | — | $628K | 1.6% | |
| Vanguard Group Vangaurd Ttl Intl Stk Idx Adm Fd | — | — | — | $243K | 0.6% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $177K | 0.5% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $135K | 0.3% | |
| (E) | — | — | — | $51K | 0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | — | — | — | $51K | 0.1% |