Mobis North America Llc Toledo Union Plan
Sponsored by Mobis North America, Llc · EIN 202419128 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 344
- With balances
- 325
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $44,224 |
| Forusall Advisors Llc | Investment advisory (plan) | $34,724 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,379 |