Erica KOSE signed Mobiquity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mobiquity, Inc.'s EIN is 27-4157858.
Download the official 2024 Form 5500 (PDF) for Mobiquity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mobiquity, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.0M | 16.4% | |
| Trp Retire 2045 I Mutual Fund | Other securities | — | — | $2.5M | 13.8% | |
| Trp Retire 2050 I Mutual Fund | Other securities | — | — | $2.1M | 11.5% | |
| Trp Retire 2040 I Mutual Fund | Other securities | — | — | $1.8M | 10.1% | |
| Trp Retire 2035 I Mutual Fund | Other securities | — | — | $1.4M | 7.9% | |
| Trp Retire 2055 I Mutual Fund | Other securities | — | — | $1.3M | 7.0% | |
| Trp Retire 2025 I Mutual Fund | Other securities | — | — | $947K | 5.2% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $749K | 4.1% | |
| Trp Retire 2030 I Mutual Fund | Other securities | — | — | $719K | 3.9% | |
| Fid Us Bond Idx Mutual Fund | Common Collective Trusts | — | — | $658K | 3.6% | |
| Mfs Ma Inv Gr Stk R6 Mutual Fund | Mutual Funds | — | — | $460K | 2.5% | |
| Fkln Sm Cap Grth R6 Mutual Fund | Other securities | — | — | $446K | 2.4% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $340K | 1.9% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $267K | 1.5% | |
| Trp Retire 2060 I Mutual Fund | Other securities | — | — | $233K | 1.3% | |
| Fid Lg Cap Val Idx Mutual Fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $204K | 1.1% | |
| Fid Total Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $204K | 1.1% | |
| Trp Retire 2015 I Mutual Fund | Other securities | — | — | $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 | Other securities | — | — | $106K | 0.6% | |
| Fa Strat Income Z Mutual Fund | Other securities | — | — | $101K | 0.6% | |
| Trp Retire 2020 I Mutual Fund | Other securities | — | — | $97K | 0.5% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $76K | 0.4% | |
| Af Balanced R6 Mutual Fund | Other securities | — | — | $69K | 0.4% | |
| Af Europac Growth R6 Mutual Fund | Other securities | — | — | $55K | 0.3% | |
| Fid Real Estate Idx Mutual Fund | Common Collective Trusts | — | — | $44K | 0.2% | |
| Fa Gov Income Z Mutual Fund | Other securities | — | — | $22K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
