Plan Snapshot
- Plan Sponsor: Mobileone, LLC
- Sponsor EIN: 263504256
- Sponsor Address: 7817 IVANHOE AVE SUITE 320, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 691 | $4.7M | $0 | $1.3M |
| 2023 | 738 | $4.0M | $0 | $1.7M |
| 2022 | 736 | $2.8M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $19,415 | — | $19,415 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $11,419 | — | $11,419 |
| ADP, INC. | Recordkeeper | $11,400 | — | $11,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,234
- Estimated Expense Ratio: 0.895% 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 | $53,616 | $11,928 | — | — | — |
| 2023 | $78,713 | $32,893 | — | — | — |
| 2022 | $67,696 | — | — | — | — |