Plan Snapshot
- Plan Sponsor: Mobis North America, LLC
- Sponsor EIN: 202419128
- Sponsor Address: 3900 STICKNEY AVE, TOLEDO, OH, 436081314
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 344 | $17.9M | $1.2M | $988,068 |
| 2023 | 312 | $14.7M | $393,770 | $819,665 |
| 2022 | 284 | $12.4M | $652,829 | $971,715 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,224 | — | $44,224 |
| FORUSALL ADVISORS LLC | ADVISOR | $34,724 | — | $34,724 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,379 | — | $6,379 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- PLANTE MORAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,327
- Estimated Expense Ratio: 0.476% of plan assets
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 | $85,327 | $41,103 | — | — | — |
| 2023 | $82,197 | $32,849 | — | $10,000 | — |
| 2022 | $103,027 | $1,896 | — | — | — |