AUMdb

Mobiquity 401(k) Profit Sharing Plan

Sponsored by Mobiquity, Inc. · EIN 274157858 · Plan #001

Total assets
$18.2M
Net assets
$18.2M
Active participants
100
With balances
211

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $46,155
Mma Securities Investment advisory (plan) $35,134