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Original filing (PDF)20250718134638NAL0001902049001
MOBIQUITY, INC.
Form 5500
FILING_RECEIVED
MOBIQUITY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
211
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOBIQUITY, INC..
Plan sponsor
Name
MOBIQUITY, INC.
EIN
27-4157858
Address
51 SAWYER ROAD · SUITE 401 · WALTHAM, MA · 02453
Phone
(781) 591-4819
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
Investments
27 direct securities · 1 pooled fund· $18.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.3M
27 holdings
Common Collective Trust
$126K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | — | — | — | $3.0M | 16.4% | |
| Trp Retire 2045 I Mutual Fund | — | — | — | $2.5M | 13.8% | |
| Trp Retire 2050 I Mutual Fund | — | — | — | $2.1M | 11.5% | |
| Trp Retire 2040 I Mutual Fund | — | — | — | $1.8M | 10.1% | |
| Trp Retire 2035 I Mutual Fund | — | — | — | $1.4M | 7.9% | |
| Trp Retire 2055 I Mutual Fund | — | — | — | $1.3M | 7.0% | |
| Trp Retire 2025 I Mutual Fund | — | — | — | $947K | 5.2% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $749K | 4.1% | |
| Trp Retire 2030 I Mutual Fund | — | — | — | $719K | 3.9% | |
| Fid Us Bond Idx Mutual Fund | — | — | — | $658K | 3.6% | |
| Mfs Ma Inv Gr Stk R6 Mutual Fund | — | — | — | $460K | 2.5% | |
| Fkln Sm Cap Grth R6 Mutual Fund | — | — | — | $446K | 2.4% | |
| Fid Intl Index Mutual Fund | — | — | — | $340K | 1.9% | |
| Fid Sm Cap Idx Mutual Fund | — | — | — | $267K | 1.5% | |
| Trp Retire 2060 I Mutual Fund | — | — | — | $233K | 1.3% | |
| Fid Lg Cap Val Idx Mutual Fund | — | — | — | $217K | 1.2% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $204K | 1.1% | |
| Fid Total Mkt Idx Mutual Fund | — | — | — | $204K | 1.1% | |
| Trp Retire 2015 I Mutual Fund | — | — | — | $138K | 0.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $126K | 0.7% | |
| Af New World R6 Mutual Fund | — | — | — | $106K | 0.6% | |
| Fa Strat Income Z Mutual Fund | — | — | — | $101K | 0.6% | |
| Trp Retire 2020 I Mutual Fund | — | — | — | $97K | 0.5% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $76K | 0.4% | |
| Af Balanced R6 Mutual Fund | — | — | — | $69K | 0.4% | |
| Af Europac Growth R6 Mutual Fund | — | — | — | $55K | 0.3% | |
| Fid Real Estate Idx Mutual Fund | — | — | — | $44K | 0.2% | |
| Fa Gov Income Z Mutual Fund | — | — | — | $22K | 0.1% |
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