Plan Snapshot
- Plan Sponsor: Moneylion, INC.
- Sponsor EIN: 464036860
- Sponsor Address: 30 WEST 21ST STREET, 9TH FLOOR, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 276 | $19.8M | $1.4M | $2.9M |
| 2023 | 296 | $13.8M | $1.4M | $2.8M |
| 2022 | 275 | $6.3M | $915,767 | $1.9M |
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 |
|---|---|---|---|---|
| CONDON O'MEARA MCGINTY & DONNELLY | 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 | $128,185 | — | $128,185 | — | — |
| 2023 | $76,090 | — | $76,090 | — | — |
| 2022 | $65,661 | — | $65,661 | — | — |