Plan Snapshot
- Plan Sponsor: Vantage Mobility International, LLC
- Sponsor EIN: 860937797
- Sponsor Address: 5202 S 28TH PLACE, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 496
- Total Assets: $6.2M
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. |
|---|---|---|---|---|
| 2023 | 496 | $6.2M | $0 | $383,963 |
| 2022 | 575 | $5.7M | $0 | $466,778 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $39,864 | — | $39,864 |
| FIDUCIARY BENEFITS GROUP, INC. | Other Service Provider | $14,618 | $20,000 | $34,618 |
| NFP RETIREMENT INC | Investment Advisor | $24,544 | $10,000 | $34,544 |
| JDS PROFESSIONAL GROUP | Other Service Provider | $17,228 | — | $17,228 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,254
- Estimated Expense Ratio: 2.047% 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 |
|---|---|---|---|---|---|
| 2023 | $48,126 | $12,272 | $19,182 | — | — |
| 2022 | $45,576 | — | — | — | — |