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Original filing (PDF)20241014165620NAL0026768961001
VANTAGE MOBILITY INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
VANTAGE MOBILITY INTERNATIONAL, L. L. C. 401(K) AND PROFIT SHARING
401(k) retirement plan
Signals · 2
~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
496
Accounts w/ balance
155
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- 78 bps in Schedule C fees — 50% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANTAGE MOBILITY INTERNATIONAL, LLC.
Plan sponsor
Name
VANTAGE MOBILITY INTERNATIONAL, LLC
EIN
86-0937797
Address
5202 S 28TH PLACE · PHOENIX, AZ · 85040
Phone
(602) 304-3283
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JDS PROFESSIONAL GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $20K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $12K | — |
| JDS PROFESSIONAL GROUP | 20-8019714 | — | SERVICE PROVIDER8614 | $9K | — |
| FIDUCIARY BENEFITS GROUP, INC. | 87-3709842 | — | SERVICE PROVIDER | $7K | — |
Investments
5 pooled funds· $373K(6% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SMALL CAP VALUE FUND II - FEE CLASS WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | $180K | 2.9% |
| SMALL CAP GROWTH FUND II - FEE CLAS WILMINGTON TRUST FUNDS · EIN 38-4126288 / PN 592 | Common Collective Trust | $130K | 2.1% |
| LARGE CAP VALUE FUND - FEE CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | $37K | 0.6% |
| MID CAP GROWTH FUND - FEE CLASS I1 WILMINGTON TRUST FUNDS · EIN 38-4126247 / PN 549 | Common Collective Trust | $25K | 0.4% |
| MID CAP VALUE FUND - FEE CLASS I1 C WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | $204 | <0.1% |
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