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Sponsor portfolio

MOBILITY ADVISORY SERVICES LLC

EIN 88-2919689-management consulting-Latest filing 2025
Plans
2
Retirement
2
$412K assets
Welfare
0
Participants
5
402 SAN MARCOS DRIVE - IRVING, TX 75039480-236-9298masmobility.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#002CashBalance-$390K - 2 part#001401k-$22K - 3 part

Retirement portfolio analytics

2 plans aggregated / $412K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • CASH BALANCE PLAN (#002)95%
  • ADVISORY SERVICES 401(K) (#001)5%
Total $412KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISORY SERVICES 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOBILITY ADVISORY SERVICES CASH BALANCE PLAN

CashBalance

Assets$390K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOBILITY ADVISORY SERVICES 401(K) PLAN

401k

Assets$22K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOBILITY ADVISORY SERVICES CASH BALANCE PLANCashBalance$390K22025
001MOBILITY ADVISORY SERVICES 401(K) PLAN401k$22K32025
Retirement plans
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