Plan Snapshot
- Plan Sponsor: Mobile Management, LLC
- Sponsor EIN: 030446689
- Sponsor Address: 1055 E. JERICHO TPK., HUNTINGTON, NY, 11743
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 438 | $18.0M | $0 | $2.6M |
| 2023 | 406 | $14.9M | $0 | $2.7M |
| 2022 | 451 | $11.6M | $0 | $2.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $106,881 | — | $106,881 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $83,685 | $536 | $84,221 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,102
- Estimated Expense Ratio: 1.061% 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 | $190,566 | $83,685 | — | — | — |
| 2023 | $162,494 | $67,332 | — | — | — |
| 2022 | $140,032 | — | — | — | — |