· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOBERG ANALYTICS, INC. — MOBERG ANALYTICS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710113714NAL0014982690001
MOBERG ANALYTICS, INC.
Form 5500-SF
FILING_RECEIVED
MOBERG ANALYTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
13
Plan assets (EOY)
$170K
Net assets (EOY)
$170K
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOBERG ANALYTICS, INC.
.
Find decision makers
Plan sponsor
Name
MOBERG ANALYTICS, INC.
EIN
85-0755722
Address
109 S. 13TH ST. · UNIT 2-SOUTH · PHILADELPHIA, PA · 19107
Phone
(267) 900-3232
Industry
Professional & Technical Services
see 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
2025-07-10
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)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
ICG CONSULTING, LLC
ICG CONSULTING, LLC RETIREMENT PLAN
$170K · 5 participants
TC MEDICAL CONSULTING
FOCUS HR, INC. RETIREMENT PLAN
$170K · 66 participants
HEALTHADVANTA LLC
HEALTHADVANTA LLC 401(K) PLAN
$170K · 3 participants
WELLINGTON MANAGEMENT GROUP, INC.
WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
$170K · 2 participants
COMPUTER WIZARDS CONSULTING, INC.
COMPUTER WIZARDS CONSULTING, INC. 401(K) PLAN
100
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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$170K · 2 participants
TAGLINE CONSULTING AND SERVICES
TAGLINE CONSULTING AND SERVICES LLC 401(K) PLAN
$170K · 4 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
