Plan Snapshot
- Plan Sponsor: Motion Pt Management, INC.
- Sponsor EIN: 474039330
- Sponsor Address: 1516 HIGHWAY 138, WALL, NJ, 07719
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 406 | $9.0M | $0 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK | TPA SERVICE | $69,354 | — | $69,354 |
| MERRILL LYNCH | RIA | $27,166 | — | $27,166 |
| JOHN HANCOCK LIFE INS. CO. OF NY | RECORD KEEPER | $5,491 | — | $5,491 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — TPA SERVICE
- MERRILL LYNCH — RIA
- JOHN HANCOCK LIFE INS. CO. OF NY — RECORD KEEPER
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,011
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $83,974 | — | $83,974 | — | — |
| 2022 | $102,011 | $27,166 | $74,845 | — | — |