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Original filing (PDF)20250724142246NAL0013907250001
MOEBIUS SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
MOEBIUS SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
156
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOEBIUS SOLUTIONS, INC..
Plan sponsor
Name
MOEBIUS SOLUTIONS, INC.
EIN
20-0580685
Address
11238 EL CAMINO REAL · SAN DIEGO, CA · 92130
Phone
(858) 455-5431
Industry
Professional & Technical Servicessee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $32K | — |
Investments
29 direct securities· $15.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.5M | 22.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $2.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $1.6M | 10.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $1.4M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $955K | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $699K | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $664K | 4.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $614K | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $527K | 3.4% | |
| Fidelity Investments JPMorgan Growth Advantage Fund Class R6 | — | — | — | $491K | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $467K | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $450K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $438K | 2.8% | |
| Fidelity Investments Fidelity Advisor Energy Fund Class Z | — | — | — | $340K | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $241K | 1.6% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $194K | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund Investor Class ** 606 * Fidelity Investments Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $169K | 1.1% | |
| Participant Loans to participants, bearing interest ranging from 7.25% to 9.50% | — | — | — | $103K | 0.7% | |
| Fidelity Investments Invesco Gold & Special Minerals Y | — | — | — | $92K | 0.6% | |
| Fidelity Investments Cohen & Steers Real Estate Securities Fund Z | — | — | — | $90K | 0.6% | |
| Fidelity Investments Fidelity Advisor Materials Class Z | — | — | — | $85K | 0.5% | |
| Fidelity Investments PGIM Jennison Mid-Cap Growth R6 | — | — | — | $80K | 0.5% | |
| Fidelity Investments Victory Sycamore Established Value Fund R6 | — | — | — | $75K | 0.5% | |
| Fidelity Investments JPMorgan Equity Income Fund Class R6 | — | — | — | $61K | 0.4% | |
| Fidelity Investments PIMCO Real Return Fund Institutional Class | — | — | — | $44K | 0.3% | |
| Fidelity Investments Janus Henderson Triton Fund Class N | — | — | — | $31K | 0.2% | |
| Fidelity Investments Allspring Special Small Cap Value Fund | — | — | — | $19K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund Investor Class | — | — | — | $10K | <0.1% | |
| Fidelity Investments Pioneer Bond K | — | — | — | $5K | <0.1% |