Back to filter
Original filing (PDF)20250520133809NAL0005045330001
CUSTOM MOBILITY INC
Form 5500-SF
FILING_RECEIVED
CUSTOM MOBILITY, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
81
Accounts w/ balance
41
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOM MOBILITY INC.
Plan sponsor
Name
CUSTOM MOBILITY INC
EIN
59-2924116
Address
7199 BRYAN DAIRY RD · LARGO, FL · 337771502
Phone
(727) 539-8119
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-20
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
MICRON SOLUTIONS, INC.
MICRON SOLUTIONS, INC. SAVINGS AND INVESTMENT PLAN
$3.9M · 67 participants
BIONEX SOLUTIONS, INC.
BIONEX SOLUTIONS 401(K) PLAN
$4.0M · 42 participants
STERIPACK (USA) LIMITED LLC
STERIPACK USA LIMITED, LLC 401(K) PLAN
$3.9M · 93 participants
MARBLE MEDICAL INC.
MARBLE MEDICAL, INC. 401(K) RETIREMENT PLAN
$3.9M · 22 participants
CARDIAC DIMENSIONS INC.
CARDIAC DIMENSIONS INC. 401K RETIREMENT SAVINGS PLAN
$4.0M · 40 participants
INFINITE BIOMEDICAL TECHNOLOGIES
INFINITE BIOMEDICAL TECHNOLOGIES 401(K) PROFIT SHARING PLAN AND T
$4.0M · 14 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants