Plan Snapshot
- Plan Sponsor: Mobile Integration Workgroup, INC.
- Sponsor EIN: 200960923
- Sponsor Address: P.O. BOX 5045, BELLEVUE, WA, 980095045
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $4.6M
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 | 62 | $4.6M | $107,939 | $554,321 |
| 2023 | 84 | $4.0M | $114,832 | $611,576 |
| 2022 | 97 | $2.9M | $79,777 | $571,629 |
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 |
|---|---|---|---|---|
| CLARK, RAYMOND & COMPANY PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,608 | — | $4,856 | — | — |
| 2023 | $18,791 | — | $1,500 | — | — |
| 2022 | $2,675 | — | $2,000 | — | $675 |