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Original filing (PDF)20250925160859NAL0003637075001
MOBRO MARINE, INC.
Form 5500
FILING_RECEIVED
MOBRO MARINE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
111
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBRO MARINE, INC..
Plan sponsor
Name
MOBRO MARINE, INC.
EIN
59-3110463
Address
PO BOX 986 · GREEN COVE SPRINGS, FL · 32043
Phone
(904) 284-9670
Industry
Transportation & Warehousingsee 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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
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
PIVOT CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $2K | — |
Investments
29 direct securities · 1 pooled fund· $14.8M(100% 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
$14.8M
29 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds New Perspective R4 Mutual Fund | — | — | — | $3.3M | 22.0% | |
| American Funds Wash Mutual Inv R4 Mutual Fund | — | — | — | $2.7M | 18.2% | |
| PGIM Jennison Growth A Mutual Fund | — | — | — | $2.4M | 16.3% | |
| Macquarie Value Fund Cl A Mutual Fund | — | — | — | $1.3M | 8.5% | |
| JPMorgan Equity Index A Mutual Fund | — | — | — | $839K | 5.7% | |
| ClearBridge Select FI Mutual Fund | — | — | — | $735K | 5.0% | |
| Fidelity Advisor Total Bond A Mutual Fund | — | — | — | $549K | 3.7% | |
| Victory Sycamore Small Co. Opportunity A Mutual Fund | — | — | — | $463K | 3.1% | |
| Interest rates ranging from * Participants loans receivable 5.25% to 10.50% | — | — | — | $362K | 2.4% | |
| T Rowe Price Retirement 2035 Adv Mutual Fund | — | — | — | $308K | 2.1% | |
| Eaton Vance Short Duration Gov Inc A Mutual Fund | — | — | — | $284K | 1.9% | |
| T Rowe Price Retirement 2040 Adv Mutual Fund | — | — | — | $250K | 1.7% | |
| Columbia Capital Alloc Mod Aggr A Mutual Fund | — | — | — | $236K | 1.6% | |
| American Funds Europacific Growth R4 Mutual Fund | — | — | — | $236K | 1.6% | |
| T Rowe Price Retirement 2025 Adv Mutual Fund | — | — | — | $163K | 1.1% | |
| T Rowe Price Retirement 2055 Adv Mutual Fund | — | — | — | $140K | 0.9% | |
| BlackRock Global Allocation Inv A Mutual Fund | — | — | — | $125K | 0.8% | |
| T Rowe Price Retirement 2030 Adv Mutual Fund | — | — | — | $89K | 0.6% | |
| Principal SmallCap S&P 600 Index R3 Mutual Fund | — | — | — | $67K | 0.5% | |
| PGIM High Yield R2 Mutual Fund | — | — | — | $63K | 0.4% | |
| Invesco Developing Markets A Mutual Fund | — | — | — | $56K | 0.4% | |
| T Rowe Price Retirement 2050 Adv Mutual Fund | — | — | — | $54K | 0.4% | |
| Principal MidCap S&P 400 Index R3 Mutual Fund | — | — | — | $52K | 0.4% | |
| T Rowe Price Retirement 2045 Adv Mutual Fund | — | — | — | $46K | 0.3% | |
| American Funds Cap Wld Gr&Inc R4 Mutual Fund | — | — | — | $40K | 0.3% | |
| T Rowe Price Retirement 2010 Adv Mutual Fund | — | — | — | $8K | <0.1% | |
| T Rowe Price Retirement 2015 Adv Mutual Fund | — | — | — | $6K | <0.1% | |
| MetLife Stable Value Solutions Fund 2555 Common Collective Trust | — | — | — | $4K | <0.1% | |
| WILMINGTON TR CIT3 METLIFE GAC25554 WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $4K | <0.1% | |
| American Funds US Government MMkt R2 Money Market | — | — | — | $2K | <0.1% |
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