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Original filing (PDF)20251015120548NAL0002375347001
AMAX MOBILITY LLC
Form 5500
FILING_RECEIVED
AMAX MOBILITY 401(K) PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
108
Accounts w/ balance
146
Plan assets (EOY)
$556K
Net assets (EOY)
$556K
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)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan" is 35% of plan.
Helping the score
- Below-peer total fees (60 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMAX MOBILITY LLC.
Plan sponsor
Name
AMAX MOBILITY LLC
EIN
99-0584322
Address
2341 E MARKET STREET · NAPPANEE, IN · 46550
Phone
(770) 826-9948
Industry
Transportation & Warehousingsee 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
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPING FEE | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | — | NEW YORK, NY | ADVISOR FEE | $325 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | — | LOS ANGELES, CA | TPA | $1K | — |
Investments
24 direct securities· $717K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $251K | 45.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $137K | 24.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $42K | 7.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $42K | 7.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $36K | 6.4% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $29K | 5.3% | |
| DFA U.S. Targeted Value Portfolio I Mutual Fund ** 774 * Vanguard Target Retirement 2070 Fund Mutual Fund ** 480 * MFS Mid Cap Growth R6 Mutual Fund ** 410 * Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $29K | 5.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $27K | 4.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $27K | 4.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $17K | 3.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $12K | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $10K | 1.9% | |
| Vanguard Federal Money Market Inv Mutual Fund | — | — | — | $8K | 1.5% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $8K | 1.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $7K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $6K | 1.1% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $6K | 1.1% | |
| MFS Growth Fund Class R6 Mutual Fund | — | — | — | $5K | 1.0% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $5K | 0.9% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $5K | 0.8% | |
| JPMorgan U.S. Value R6 Mutual Fund | — | — | — | $3K | 0.5% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $2K | 0.4% | |
| Victory Pioneer Bond R6 Mutual Fund | — | — | — | $1K | 0.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $1K | 0.2% |
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