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Original filing (PDF)20250825091529NAL0003841635001
MOBE LLC
Form 5500
FILING_RECEIVED
MOBE LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
223
Accounts w/ balance
316
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBE LLC.
Plan sponsor
Name
MOBE LLC
EIN
46-5330952
Address
3701 WAYZATA BLVD · MINNEAPOLIS, MN · 554163440
Phone
(763) 315-6838
Industry
Health Care & Social Assistancesee 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
2025-08-25
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)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 04-3046611 | MINNEAPOLIS, MN | ADVISOR | $38K | — |
Investments
27 direct securities· $18.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual funds N/A | — | — | — | $2.6M | 14.2% | |
| Nunveen Lifecycle Index 2045 Fund R6 Class Mutual funds N/A | — | — | — | $2.0M | 10.7% | |
| Nunveen Lifecycle Index 2050 Fund R6 Class Mutual funds N/A | — | — | — | $1.8M | 9.6% | |
| Nunveen Lifecycle Index 2035 Fund R6 Class Mutual funds N/A | — | — | — | $1.7M | 9.4% | |
| Vanguard Total Stock Mkt. Index Fd Mutual funds N/A | — | — | — | $1.2M | 6.8% | |
| Nunveen Lifecycle Index 2040 Fund R6 Class Mutual funds N/A | — | — | — | $1.2M | 6.6% | |
| Vanguard U.S. Grth Fd Admiral Shares Mutual funds N/A | — | — | — | $1.1M | 5.8% | |
| Nunveen Lifecycle Index 2055 Fund R6 Class Mutual funds N/A | — | — | — | $761K | 4.2% | |
| Nunveen Lifecycle Index 2060 Fund R6 Class Mutual funds N/A | — | — | — | $744K | 4.1% | |
| Vanguard Mid-Cap Index Fd Admiral Mutual funds N/A | — | — | — | $673K | 3.7% | |
| Fed. Hermes U.S. Treas. Cash Reserves Money Market Mutual Fund N/A | — | — | — | $650K | 3.5% | |
| Putnam Large Cap Value Fund Class R6 Mutual funds N/A | — | — | — | $574K | 3.1% | |
| Nunveen Lifecycle Index 2025 Fund R6 Class Mutual funds N/A | — | — | — | $425K | 2.3% | |
| Schwab Small Cap Index Fd Mutual funds N/A | — | — | — | $411K | 2.2% | |
| Blackrock Total Return Fund Class K Shares Mutual funds N/A | — | — | — | $385K | 2.1% | |
| Nunveen Lifecycle Index 2030 Fund R6 Class Mutual funds N/A | — | — | — | $359K | 2.0% | |
| Fidelity US Bond Index Mutual funds N/A | — | — | — | $340K | 1.9% | |
| Nunveen International Equity Index Fund Mutual funds N/A | — | — | — | $243K | 1.3% | |
| Fidelity Emerging Markets Index Mutual funds N/A | — | — | — | $242K | 1.3% | |
| Fidelity Advisor Intl Small Cap Z Mutual funds N/A | — | — | — | $229K | 1.3% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value AB Small Cap Growth Portfolio Class Z Mutual funds N/A | — | — | — | $198K | 1.1% | |
| Notes receivable from participants Maturing 2025-2030 at interest rates of 4.25%-9.5% - | — | — | — | $132K | 0.7% | |
| Fidelity Advisor Intl Capitol App Z Mutual funds N/A | — | — | — | $117K | 0.6% | |
| MFS International Growth Fd Mutual funds N/A | — | — | — | $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 | — | — | — | $76K | 0.4% | |
| Nunveen Lifecycle Index Retirement Income Fd Mutual funds N/A | — | — | — | $71K | 0.4% | |
| Victory Sycamore Est. Value Fund Admiral Mutual funds N/A | — | — | — | $13K | <0.1% |
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