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: 403
- Total Assets: $26.7M
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 | 403 | $26.7M | $1.1M | $3.2M |
| 2023 | 377 | $19.5M | $619,045 | $2.5M |
| 2022 | 342 | $14.9M | $495,419 | $2.0M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | $57,994 | — | $57,994 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,994
- Estimated Expense Ratio: 0.218% 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 | $166,135 | $60,882 | — | $57,994 | — |
| 2023 | $152,507 | $46,344 | — | $58,600 | — |
| 2022 | $121,803 | $4,045 | — | — | — |