Plan Ledger DOL Form 5500 · updated monthly

Mobius Consulting, LLC401(k)

MOBIUS CONSULTING, LLC 401(K) P/S PLAN · ALEXANDRIA, VA · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Mobius Consulting, LLC reported $56,734 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,840 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 0.44% to 0.39%. 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 Virginia (1,194th of 2,266), and 6,607th of 11,654 in professional & technical services. In 2025, employees put in $2.28 for every $1.00 the employer contributed; active participation has shrunk from 185 to 161 since 2022.

Plan summary
Net assets, end of year$14,820,621
Participants with balances188
Active participants161
Employer contributions$618,280
Employee contributions$1,410,793
Employer contribution per active participant$3,840
Average account balance$78,833
Benefits paid to participants$3,954,040
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$14.8M · 188 accts · $618K emplr
2024$14.5M · 188 accts · $600K emplr
2023$10.0M · 176 accts · $528K emplr
2022$7.3M · 152 accts · $471K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,550
Investment management$4,184
Total administrative$56,734
The Mobius Consulting, LLC 401(k) match · 2025
Employer contribution per active participant$3,840
Median for plans this size$2,666
2025$3,840 per active participant
2024$2,576 per active participant
2023$2,122 per active participant
2022$2,545 per active participant

Mobius Consulting, LLC's 2025 employer contribution ran above the $2,666 median for plans its size. 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 · 20251
ASCENSUS LLC · Loan processing · Recordkeeping$52,550

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus, PAI

This plan has changed recordkeepers within these filings. If you left Mobius Consulting, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$56,734 · 0.39%
2024$49,192 · 0.40%
2023$36,155 · 0.42%
2022$30,199 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Virginia
Vion Corporation VA$15.0M · 0.12%
Xla, Inc. VA$14.9M · 0.39%
Ksj & Associates, Inc VA$14.8M · 0.57%
Dignari, LLC VA$14.7M · 0.56%
Horizon Industries, Limited VA$14.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900587882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.