Plan Snapshot
- Plan Sponsor: Mobis-Alabama, LLC
- Sponsor EIN: 030490785
- Sponsor Address: 1395 MITCHELL YOUNG ROAD, MONTGOMERY, AL, 36108
- Plan Type: 401(k)
- Total Participants: 1,964
- Total Assets: $57.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,964 | $57.9M | $3.4M | $6.6M |
| 2023 | 1,717 | $47.3M | $2.2M | $5.3M |
| 2022 | 1,446 | $38.3M | $1.8M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KLICHS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KLICHS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $230,731 | $80,636 | $900 | — | — |
| 2023 | $169,669 | $63,366 | — | — | — |
| 2022 | $230,151 | $58,816 | $171,335 | — | — |