# Motiva Enterprises LLC 401(k) Plan
Source: https://planprovider.pro/companies/motiva-enterprises-llc-401k-plan

> Motiva Enterprises LLC's 401(k) plan: 2,526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Motiva Enterprises LLC

- **Sponsor EIN:** 760262490

- **Sponsor Address:** ONE ALLEN CENTER, HOUSTON, TX, 77002

- **Plan Type:** 401(k)

- **Total Participants:** 2,526

- **Total Assets:** $887.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,526|$887.8M|$30.4M|$36.3M|

| 2023|2,556|$793.4M|$30.2M|$36.7M|

| 2022|2,263|$698.3M|$26.1M|$32.9M|

## 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|

| FINANCIAL ENGINES|ADVISOR|$525,012|—|$525,012|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,920|—|$13,920|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $538,932

- **Estimated Expense Ratio:** 0.061% of plan assets

### 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|

| 2024|$531,692|$525,012|$5,100|—|—|

| 2023|$369,202|$354,960|$1,500|—|—|

| 2022|$517,018|—|—|—|—|

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