# Motivational Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/motivational-systems-inc-401k-plan

> Motivational Systems, INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Motivational Systems, INC.

- **Sponsor EIN:** 953003017

- **Sponsor Address:** 2200 CLEVELAND AVE, NATIONAL CITY, CA, 91950

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

- **Total Participants:** 103

- **Total Assets:** $11.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|103|$11.7M|$0|$503,295|

| 2023|98|$9.4M|$0|$448,384|

| 2022|99|$7.6M|$0|$348,146|

## 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|

| ROYAL ALLIANCE ASSOCIATES, INC.|INVESTMENT/FINANCIAL ADVI|$34,139|—|$34,139|

| GATTO POPE & WALWICK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROYAL ALLIANCE ASSOCIATES, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,139

- **Estimated Expense Ratio:** 0.291% 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|$37,855|$34,455|—|—|—|

| 2023|$29,551|$27,260|—|—|—|

| 2022|$47,502|—|—|—|—|

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