Plan Snapshot
- Plan Sponsor: Mobotrex, LLC
- Sponsor EIN: 362656899
- Sponsor Address: 109 W 55TH ST, DAVENPORT, IA, 528062244
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $13.3M
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 | 192 | $13.3M | $589,922 | $773,403 |
| 2023 | 191 | $11.2M | $769,946 | $575,124 |
| 2022 | 155 | $9.3M | $469,702 | $644,221 |
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 |
|---|---|---|---|---|
| HONKAMP, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP, P.C. — Auditor
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 | $83,040 | — | — | — | — |
| 2023 | $68,740 | — | — | — | — |
| 2022 | $65,323 | — | — | — | $65,323 |