Plan Snapshot
- Plan Sponsor: Inmobi INC.
- Sponsor EIN: 980583911
- Sponsor Address: 1825 S GRANT STREET, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 97 | $16.3M | $448,152 | $1.6M |
| 2023 | 138 | $13.9M | $740,558 | $2.2M |
| 2022 | 170 | $10.5M | $696,539 | $2.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $37,450 | — | $37,450 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $10,063 | — | $10,063 |
| C-BEN GROUP | CONTRACT ADMIN | $7,491 | — | $7,491 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,130 | — | $6,130 |
| LEAR & PANNEPACKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAR & PANNEPACKER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,134
- Estimated Expense Ratio: 0.376% 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 | $61,274 | — | $52,466 | — | — |
| 2023 | $54,249 | $34,097 | $5,930 | — | — |
| 2022 | $28,203 | — | $25,643 | — | — |