Patricia Condon signed Moebius Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moebius Solutions, Inc.'s EIN is 20-0580685.
Download the official 2024 Form 5500 (PDF) for Moebius Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moebius Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 22.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $2.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $1.6M | 10.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $1.4M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $955K | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $699K | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $664K | 4.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $614K | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $527K | 3.4% | |
| Fidelity Investments JPMorgan Growth Advantage Fund Class R6 | Mutual Funds | — | — | $491K | 3.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $467K | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $450K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $438K | 2.8% | |
| Fidelity Investments Fidelity Advisor Energy Fund Class Z | Mutual Funds | — | — | $340K | 2.2% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $241K | 1.6% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $194K | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund Investor Class ** 606 * Fidelity Investments Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $169K | 1.1% | |
| Participant Loans to participants, bearing interest ranging from 7.25% to 9.50% | Bonds / Notes | — | — | $103K | 0.7% | |
| Fidelity Investments Invesco Gold & Special Minerals Y | Mutual Funds | — | — | $92K | 0.6% | |
| Fidelity Investments Cohen & Steers Real Estate Securities Fund Z | Mutual Funds | — | — | $90K | 0.6% | |
| Fidelity Investments Fidelity Advisor Materials Class Z | Mutual Funds | — | — | $85K | 0.5% | |
| Fidelity Investments PGIM Jennison Mid-Cap Growth R6 | Mutual Funds | — | — | $80K | 0.5% | |
| Fidelity Investments Victory Sycamore Established Value Fund R6 | Mutual Funds | — | — | $75K | 0.5% | |
| Fidelity Investments JPMorgan Equity Income Fund Class R6 | Mutual Funds | — | — | $61K | 0.4% | |
| Fidelity Investments PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $44K | 0.3% | |
| Fidelity Investments Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Investments Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund Investor Class | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Pioneer Bond K | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
