Paige Sharratt signed MOBE LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOBE LLC's EIN is 46-5330952.
Download the official 2024 Form 5500 (PDF) for MOBE LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MOBE LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 04-3046611 | MINNEAPOLIS, MN | ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual funds N/A | Common Collective Trusts | — | — | $2.6M | 14.2% | |
| Nunveen Lifecycle Index 2045 Fund R6 Class Mutual funds N/A | Other securities | — | — | $2.0M | 10.7% | |
| Nunveen Lifecycle Index 2050 Fund R6 Class Mutual funds N/A | Other securities | — | — | $1.8M | 9.6% | |
| Nunveen Lifecycle Index 2035 Fund R6 Class Mutual funds N/A | Other securities | — | — | $1.7M | 9.4% | |
| Vanguard Total Stock Mkt. Index Fd Mutual funds N/A | Mutual Funds | — | — | $1.2M | 6.8% | |
| Nunveen Lifecycle Index 2040 Fund R6 Class Mutual funds N/A | Other securities | — | — | $1.2M | 6.6% | |
| Vanguard U.S. Grth Fd Admiral Shares Mutual funds N/A | Mutual Funds | — | — | $1.1M | 5.8% | |
| Nunveen Lifecycle Index 2055 Fund R6 Class Mutual funds N/A | Other securities | — | — | $761K | 4.2% | |
| Nunveen Lifecycle Index 2060 Fund R6 Class Mutual funds N/A | Other securities | — | — | $744K | 4.1% | |
| Vanguard Mid-Cap Index Fd Admiral Mutual funds N/A | Mutual Funds | — | — | $673K | 3.7% | |
| Fed. Hermes U.S. Treas. Cash Reserves Money Market Mutual Fund N/A | Cash / Money Market | — | — | $650K | 3.5% | |
| Putnam Large Cap Value Fund Class R6 Mutual funds N/A | Mutual Funds | — | — | $574K | 3.1% | |
| Nunveen Lifecycle Index 2025 Fund R6 Class Mutual funds N/A | Other securities | — | — | $425K | 2.3% | |
| Schwab Small Cap Index Fd Mutual funds N/A | Mutual Funds | — | — | $411K | 2.2% | |
| Blackrock Total Return Fund Class K Shares Mutual funds N/A | Other securities | — | — | $385K | 2.1% | |
| Nunveen Lifecycle Index 2030 Fund R6 Class Mutual funds N/A | Other securities | — | — | $359K | 2.0% | |
| Fidelity US Bond Index Mutual funds N/A | Mutual Funds | — | — | $340K | 1.9% | |
| Nunveen International Equity Index Fund Mutual funds N/A | Common Collective Trusts | — | — | $243K | 1.3% | |
| Fidelity Emerging Markets Index Mutual funds N/A | Mutual Funds | — | — | $242K | 1.3% | |
| Fidelity Advisor Intl Small Cap Z Mutual funds N/A | Mutual Funds | — | — | $229K | 1.3% | |
| Notes receivable from participants Maturing 2025-2030 at interest rates of 4.25%-9.5% - | Bonds / Notes | — | — | $132K | 0.7% | |
| Fidelity Advisor Intl Capitol App Z Mutual funds N/A | Mutual Funds | — | — | $117K | 0.6% | |
| MFS International Growth Fd Mutual funds N/A | Mutual Funds | — | — | $86K | 0.5% | |
| Nunveen Lifecycle Index 2015 Fund R6 Class Mutual funds N/A 308 Nunveen Lifecycle Index 2020 Fund R6 Class Mutual funds N/A | Other securities | — | — | $76K | 0.4% | |
| Nunveen Lifecycle Index Retirement Income Fd Mutual funds N/A | Other securities | — | — | $71K | 0.4% | |
| Victory Sycamore Est. Value Fund Admiral Mutual funds N/A | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
