AUMdb

Mobileone, Llc 401(k) Plan

Sponsored by Mobileone, Llc · EIN 263504256 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
691
With balances
788

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $19,415
Onedigital Investment Advisors Llc Investment advisory (plan) $11,419
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $11,400
Erisa Smart Other fees $3,262
Empower Advisory Group, Llc Investment management $509