Form 5500 Search
Back to filter
Original filing (PDF)20251015112839NAL0002217139001

ATTENTIVE MOBILE INC.

Form 5500
FILING_RECEIVED
ATTENTIVE MOBILE 401(K) PLAN
401(k) retirement plan
Signals · 1
59% in single holding
Active participants
149
Accounts w/ balance
453
Plan assets (EOY)
$67.5M
Net assets (EOY)
$67.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "AB US LARGE CAP GROWTH COLLECTIVE T" is 59% of plan.
Helping the score
  • Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATTENTIVE MOBILE INC..
Plan sponsor
Name
ATTENTIVE MOBILE INC.
EIN
81-3899446
Address
221 RIVER STREET · SUITE 9047 · HOBOKEN, NJ · 07030
Phone
(332) 322-5355
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$34K

Investments

6 direct securities · 7 pooled funds· $6.5M(10% 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.

Common Collective Trust
$3.4M
7 holdings
Uncategorized
$3.1M
6 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
AB US LARGE CAP GROWTH COLLECTIVE T$1.3M$2.0M2.9%
AB US LG CP GR CIT L
GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509
Common Collective Trust
$2.0M2.9%
[DFE: PUTNAM LARGE CAP VALUE TRUST (extraction pending)]$693K1.0%
PUTN LG CP VAL TR IA
PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275
Common Collective Trust
$693K1.0%
PUTNAM STABLE VALUE
PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202
Common Collective Trust
$276K0.4%
[DFE: FRANKLIN SMALL CAP VALUE GG TRUST CIT (extraction pending)]$218K0.3%
GG FKLN SM CAP VAL
GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594
Common Collective Trust
$218K0.3%
[DFE: BLACKROCK MID CAP EQUITY INDEX FUND (extraction pending)]$120K0.2%
BR MIDCAP GR EQ L1
GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003
Common Collective Trust
$120K0.2%
[DFE: COHEN & STEERS COLLECTIVE INVESTMENT TRUST (extraction pending)]$97K0.1%
C&S US REALTY RS
SEI TRUST COMPANY · EIN 46-3411346 / PN 064
Common Collective Trust
$97K0.1%
[DFE: JOHN HANCOCK TRUST COMPANY CORE PLUS FIXED INCOME TRUST (extraction pending)]$222<0.1%
JH CR PL FXD INC I2
JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002
Common Collective Trust
$222<0.1%

Related plans