Original filing (PDF)20251015154313NAL0002572147001

MOBEX GLOBAL

Name: MOBEX GLOBAL — MOBEX GLOBAL 401(K) PLAN, Form 5500 (2024)
Creator: MOBEX GLOBAL

Form 5500

FILING_RECEIVED

MOBEX GLOBAL 401(K) PLAN

401(k) retirement plan

Signals · 2

100% in single holding~124529 bps in Sched C fees

Active participants

446

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Knocking points off

Top holding "WASATCH SML CP GR CL INSTL GM MUTUAL FUNDS 13 PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS" is 100% of plan.
124529 bps in Schedule C fees — 78716% above peer band of 158 bps.
Only 1% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBEX GLOBAL.

Plan sponsor

Name

MOBEX GLOBAL

EIN

35-2064606

Address

22122 TELEGRAPH ROAD · SOUTHFIELD, MI · 48033

Phone

(248) 372-9018

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$141K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANTE & MORAN, PLLC	33-1495605	—	CONSULTANT	$7K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANTE MORAN	38-1357951	—	ACCOUNTANT	$5K	—

Investments

1 direct security · 1 pooled fund· $9K(70% 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

$8K

1 holding

Common Collective Trust

$366

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	WASATCH SML CP GR CL INSTL GM MUTUAL FUNDS 13 PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS	—	—	$8K	$8K	67.0%
	COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036	Common Collective Trust	—	—	$366	3.0%