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Original filing (PDF)20251015103359NAL0002151811001
MOBILEHELP LLC
Form 5500
FILING_RECEIVED
MOBILEHELP LLC 401(K) PLAN
401(k) retirement plan
Active participants
131
Accounts w/ balance
235
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBILEHELP LLC.
Plan sponsor
Name
MOBILEHELP LLC
EIN
11-3787480
Address
5050 CONFERENCE WAY N., STE 125 · BOCA RATON, FL · 33431
Phone
(561) 347-6255
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
NOVOGRADAC & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Investments
32 direct securities · 1 pooled fund· $7.9M(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
$7.5M
32 holdings
Common Collective Trust
$382K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2030 K6 | — | 75,791.267 | $1.2M | $1.3M | 16.8% | |
| FID FREEDOM 2035 K6 | — | 78,503.177 | $1.1M | $1.2M | 15.5% | |
| FID 500 INDEX | — | 4,928.796 | $736K | $1.0M | 12.8% | |
| FID FREEDOM 2025 K6 | — | 66,140.922 | $808K | $897K | 11.4% | |
| FID FREEDOM 2050 K6 | — | 48,828.476 | $544K | $665K | 8.4% | |
| FID FREEDOM 2055 K6 | — | 38,433.572 | $496K | $606K | 7.7% | |
| FID FREEDOM 2040 K6 | — | 38,176.335 | $370K | $439K | 5.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | 382,483 | $382K | $382K | 4.9% | |
| FID FREEDOM 2045 K6 | — | 28,129.822 | $306K | $377K | 4.8% | |
| FID FREEDOM 2020 K6 | — | 15,659.713 | $203K | $224K | 2.8% | |
| FID BLUE CHIP GR K6 | — | 5,975.433 | $131K | $220K | 2.8% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $185K | 2.4% | |
| FID FREEDOM 2060 K6 | — | 10,103.5 | $123K | $146K | 1.9% | |
| AF AMER MUTUAL R6 | — | 467.812 | $25K | $26K | 0.3% | |
| AS SPL MID CP VAL R6 | — | 487.678 | $24K | $23K | 0.3% | |
| FID GLB EX US IDX | — | 1,471.618 | $22K | $21K | 0.3% | |
| FID BALANCED K | — | 632.46 | $17K | $19K | 0.2% | |
| AS SPL SM CAP VAL R6 | — | 318.798 | $13K | $13K | 0.2% | |
| FID INTL CAP APPR K6 | — | 707.781 | $11K | $11K | 0.1% | |
| FID SMALL CAP GR K6 | — | 628.339 | $9K | $11K | 0.1% | |
| FID MID CAP IDX | — | 312.386 | $9K | $11K | 0.1% | |
| FID FREEDOM 2065 K6 | — | 632.615 | $7K | $8K | 0.1% | |
| FID TOTAL BOND K6 | — | 783.268 | $7K | $7K | <0.1% | |
| COL EMRG MKT I3 | — | 459.994 | $6K | $6K | <0.1% | |
| TRP DIV GROWTH I | — | 75.508 | $5K | $6K | <0.1% | |
| FID US BOND IDX | — | 484.277 | $5K | $5K | <0.1% | |
| FID GOVT MMKT K6 | — | 2,423.06 | $2K | $2K | <0.1% | |
| C&S REALTY SHARES Z | — | 32.498 | $2K | $2K | <0.1% | |
| JPM GOVT BOND R6 | — | 209.655 | $2K | $2K | <0.1% | |
| FID FREEDOM 2015 K6 | — | 53.536 | $600 | $607 | <0.1% | |
| FID INFL PR BD IDX | — | 55.906 | $514 | $497 | <0.1% | |
| FA GLOBAL CAP APP M | — | 8.291 | $160 | $190 | <0.1% | |
| FID FREEDOM 2010 K6 | — | 0.639 | $8 | $9 | <0.1% |
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