Daniel Schaeffer signed Mobilehelp LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mobilehelp LLC's EIN is 11-3787480.
Download the official 2024 Form 5500 (PDF) for Mobilehelp LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mobilehelp LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2030 K6 | Mutual Funds | — | $1.2M | $1.3M | 16.8% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $1.1M | $1.2M | 15.5% | |
| FID 500 INDEX | Common Collective Trusts | — | $736K | $1.0M | 12.8% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $808K | $897K | 11.4% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $544K | $665K | 8.4% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $496K | $606K | 7.7% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $370K | $439K | 5.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $382K | $382K | 4.9% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $306K | $377K | 4.8% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $203K | $224K | 2.8% | |
| FID BLUE CHIP GR K6 | Mutual Funds | — | $131K | $220K | 2.8% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $185K | 2.4% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $123K | $146K | 1.9% | |
| AF AMER MUTUAL R6 | Other securities | — | $25K | $26K | 0.3% | |
| AS SPL MID CP VAL R6 | Other securities | — | $24K | $23K | 0.3% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $22K | $21K | 0.3% | |
| FID BALANCED K | Mutual Funds | — | $17K | $19K | 0.2% | |
| AS SPL SM CAP VAL R6 | Other securities | — | $13K | $13K | 0.2% | |
| FID INTL CAP APPR K6 | Mutual Funds | — | $11K | $11K | 0.1% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | $9K | $11K | 0.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | $9K | $11K | 0.1% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | $7K | $8K | 0.1% | |
| FID TOTAL BOND K6 | Mutual Funds | — | $7K | $7K | <0.1% | |
| COL EMRG MKT I3 | Other securities | — | $6K | $6K | <0.1% | |
| TRP DIV GROWTH I | Other securities | — | $5K | $6K | <0.1% | |
| FID US BOND IDX | Common Collective Trusts | — | $5K | $5K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $2K | $2K | <0.1% | |
| C&S REALTY SHARES Z | Other securities | — | $2K | $2K | <0.1% | |
| JPM GOVT BOND R6 | U.S. Treasuries | — | $2K | $2K | <0.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $600 | $607 | <0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | $514 | $497 | <0.1% | |
| FA GLOBAL CAP APP M | Other securities | — | $160 | $190 | <0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $8 | $9 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
