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Original filing (PDF)20251014151942NAL0006553122001
VIA MOBILITY SERVICES
Form 5500
FILING_RECEIVED
VIA MOBILITY SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
267
Accounts w/ balance
191
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIA MOBILITY SERVICES.
Plan sponsor
Name
VIA MOBILITY SERVICES
EIN
84-0777296
Address
2855 63RD ST · BOULDER, CO · 80301
Phone
(303) 447-2848
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | NONE | $15K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $11K | — |
Investments
23 direct securities· $4.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Money Market Fund ** 80 Vanguard 500 Index Adm Mutual Fund | — | — | — | $666K | 13.4% | |
| Vanguard Target Ret 2020 Mutual Fund | — | — | — | $520K | 10.5% | |
| CUNA Mutual Guaranteed account Fixed annuity | — | — | — | $505K | 10.2% | |
| Vanguard Mid Cap Growth Index Adm Mutual Fund | — | — | — | $385K | 7.8% | |
| Vanguard Target Ret 2025 Mutual Fund | — | — | — | $368K | 7.4% | |
| Vanguard Target Ret 2030 Mutual Fund | — | — | — | $331K | 6.7% | |
| Vanguard Target Ret 2035 Mutual Fund | — | — | — | $330K | 6.7% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $268K | 5.4% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $224K | 4.5% | |
| Vanguard Target Ret 2045 Mutual Fund | — | — | — | $203K | 4.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $181K | 3.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $180K | 3.6% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $167K | 3.4% | |
| Vanguard Target Ret 2055 Mutual Fund | — | — | — | $150K | 3.0% | |
| Vanguard Target Ret 2050 Mutual Fund | — | — | — | $52K | 1.1% | |
| Vanguard Mid Cap Val Index Mutual Fund | — | — | — | $47K | 1.0% | |
| Vanguard Target Ret Income Mutual Fund | — | — | — | $41K | 0.8% | |
| Vanguard Target Ret 2040 Mutual Fund | — | — | — | $37K | 0.7% | |
| Vanguard Target Ret 2060 Mutual Fund | — | — | — | $32K | 0.6% | |
| Vanguard High-Yield Corporate Adm Mutual Fund | — | — | — | $26K | 0.5% | |
| Vanguard Emerging Market Stock Index Adm Mutual Fund | — | — | — | $25K | 0.5% | |
| Vanguard Small Cap Growth Index Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Mutual Fund | — | — | — | $4K | <0.1% |
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