How big is Mobility 21's plan?

Mobility 21's plan reported $469K in assets and 2 participants for 2024.

Original filing (PDF)20250707151247NAL0003920993001

Mobility 21

Name: Mobility 21 — Mobility 21 Retirement Trust, Form 5500 (2024)
Creator: Mobility 21
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mobility 21 Retirement Trust

401(k) retirement plan · Mobility 21's Mobility 21 Retirement Trust held $469K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

People on this filing

Jenny Galaviz signed Mobility 21's 2024 Form 5500 as plan administrator.

Jenny Galaviz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mobility 21's EIN is 27-0316520.

EIN 27-0316520

Plan number 001

Plan year 2024

ACK ID 20250707151247NAL0003920993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mobility 21 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mobility 21's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOBILITY 21.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

MOBILITY 21

EIN

all filings

Address

ONE PARK PLAZA · STE 600 PMB 183 · IRVINE, CA · 92614

Phone

(949) 288-6884

Industry

Transportation & Warehousing

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

2025-07-07

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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