Plan Ledger DOL Form 5500 · updated monthly

Mobiquity, Inc.401(k)

MOBIQUITY 401(K) PROFIT SHARING PLAN · WALTHAM, MA · plan year 2025

Reported admin expense ratio · 2025
0.33%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Mobiquity, Inc. reported $60,272 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $84 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.52% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,377th of 2,726), and the 5,801st of 11,654 in professional & technical services. In 2025, employees put in $231.13 for every $1.00 the employer contributed; active participation has shrunk from 172 to 58 since 2022.

Plan summary
Net assets, end of year$18,592,213
Participants with balances181
Active participants58
Employer contributions$4,859
Employee contributions$1,123,038
Employer contribution per active participant$84
Average account balance$102,719
Benefits paid to participants$3,383,802
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.6M · 181 accts · $5K emplr
2024$18.2M · 211 accts
2023$16.8M · 249 accts
2022$14.0M · 251 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$21,550
Investment management$35,601
Total administrative$60,272
The Mobiquity, Inc. 401(k) match · 2025
Employer contribution per active participant$84
Median for plans this size$2,666

Mobiquity, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MMA SECURITIES · Investment advisory (plan)$35,601
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,550

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$60,272 · 0.33%
2024$81,289 · 0.46%
2023$75,948 · 0.49%
2022$76,650 · 0.52%
Same employer
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Kognitiv, Inc MA$18.7M · 0.03%
Linksquares, Inc. MA$18.6M · 0.09%
Allego Inc MA$18.6M · 0.46%
Aras Corporation MA$18.5M · 0.01%
Cti Biopharma Corp MA$18.3M · 0.13%
Syner-G Biopharma Group LLC MA$18.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274157858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.