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Original filing (PDF)20251015125719NAL0004606833001
ALLIANCE MOBILE
Form 5500
FILING_RECEIVED
ALLIANCE MOBILE 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,975
Accounts w/ balance
202
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE MOBILE.
Plan sponsor
Name
ALLIANCE MOBILE
EIN
86-3067775
Address
2180 LIVERNOIS RD · TROY, MI · 48083
Phone
(248) 536-9300
Industry
Information / Tech / Mediasee 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
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
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH AND CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
Investments
43 direct securities · 1 pooled fund· $8.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.7M
43 holdings
Pooled Separate Account
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.2M | 95.8% | |
| Mycompass Ind Moderate 2055 Fd R Commingled Fund N/A | — | — | — | $677K | 15.5% | |
| American Funds Am Balanced R6 Mutual Fund N/A | — | — | — | $567K | 13.0% | |
| MFS Growth Fund R6 Mutual Fund N/A | — | — | — | $365K | 8.3% | |
| MyCompass Ind Aggressive 2045 Fd R Commingled Fund N/A | — | — | — | $303K | 6.9% | |
| Columbia Dividend Income Fund I3 Mutual Fund N/A | — | — | — | $251K | 5.7% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $250K | 5.7% | |
| MyCompass Ind Moderate 2045 Fd R Commingled Fund N/A | — | — | — | $214K | 4.9% | |
| Mycompass Ind Moderate 2065 Fd R Commingled Fund N/A | — | — | — | $176K | 4.0% | |
| ClrBrg Intl Growth Fd IS Mutual Fund N/A | — | — | — | $123K | 2.8% | |
| Lord Abbett Short Duration Inc Fd R6 Mutual Fund N/A | — | — | — | $120K | 2.7% | |
| MyCompass Ind Conservative Ret Fd Commingled Fund N/A | — | — | — | $113K | 2.6% | |
| Janus Hndr Glbl Eqty Inc Fnd N Registered Investment Company | — | — | — | $102K | 2.3% | |
| Janus Hndrsn Global Equity Inc Fd N Mutual Fund N/A | — | — | — | $102K | 2.3% | |
| LOAN FUND Participant Loans - Rates 3.25% to 9.50% | — | — | — | $95K | 2.2% | |
| Notes receivable with repayment terms of 1 to 5 years and interest rates range from * NOTES RECEIVABLE FROM PARTICIPANTS 3.25% to 9.5% $ - | — | — | — | $95K | 2.2% | |
| Voya Fixed Account Guaranteed investment contract N/A | — | — | — | $89K | 2.0% | |
| PIMCO Income Fund Inst Mutual Fund N/A | — | — | — | $88K | 2.0% | |
| MyCompass Ind Aggressive 2055 Fd R Commingled Fund N/A | — | — | — | $82K | 1.9% | |
| Janus Hndrsn Enterprise Fund N Mutual Fund N/A | — | — | — | $68K | 1.6% | |
| MyCompass Ind Moderate 2035 Fd R Commingled Fund N/A | — | — | — | $67K | 1.5% | |
| Fidelity Mid Cap Index Fd Mutual Fund N/A | — | — | — | $64K | 1.5% | |
| Gldmn Sachs Cr Fxd Inc Fd R6 Registered Investment Company | — | — | — | $63K | 1.4% | |
| Goldman Sachs Core Fixed Inc Fd R6 Mutual Fund N/A | — | — | — | $63K | 1.4% | |
| Voya Gov Money Mkt Fnd A Money Market Fund N/A | — | — | — | $55K | 1.3% | |
| BlkRck Emrg Mrkts Fnd K Registered Investment Company | — | — | — | $52K | 1.2% | |
| BlackRock Emerging Markets Fund K Mutual Fund N/A | — | — | — | $52K | 1.2% | |
| MyCompass Ind Aggressive Ret Fd R Commingled Fund N/A | — | — | — | $42K | 1.0% | |
| Amer Cent Mid Cap Value Fund R6 Mutual Fund N/A | — | — | — | $41K | 0.9% | |
| American Funds Nw Prspctv R6 Registered Investment Company | — | — | — | $37K | 0.9% | |
| American Funds New Perspective R6 Mutual Fund N/A | — | — | — | $37K | 0.9% | |
| MyCompass Ind Moderate Ret Fd Commingled Fund N/A | — | — | — | $36K | 0.8% | |
| MyCompass Ind Conservative 2065 Fd Commingled Fund N/A | — | — | — | $35K | 0.8% | |
| MyCompass Ind Conservative 2045 Fd Commingled Fund N/A | — | — | — | $33K | 0.7% | |
| MyCompass Ind Conservative 2055 Fd Commingled Fund N/A | — | — | — | $31K | 0.7% | |
| MyCompass Ind Aggressive 2065 Fd R Commingled Fund N/A | — | — | — | $25K | 0.6% | |
| Lord Abbett Develop Grw Fd R6 Registered Investment Company | — | — | — | $24K | 0.6% | |
| Fidelity Intl Index Fnd Registered Investment Company | — | — | — | $21K | 0.5% | |
| Fidelity International Idx Fd Mutual Fund N/A | — | — | — | $21K | 0.5% | |
| Fidelity Sm Cp Ind Fund Mutual Fund N/A | — | — | — | $18K | 0.4% | |
| MyCompass Ind Aggressive 2035 Fd R Commingled Fund N/A | — | — | — | $16K | 0.4% | |
| DWS RREEF Rl Est Sec Fd R6 Mutual Fund N/A | — | — | — | $14K | 0.3% | |
| Allspg Spec SmCp Vl Fd R6 Mutual Fund N/A | — | — | — | $12K | 0.3% | |
| MyCompass Ind Conservative 2035 Fd Commingled Fund N/A | — | — | — | $5K | 0.1% |
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