Plan Snapshot
- Plan Sponsor: Motive Companies, LLC
- Sponsor EIN: 990667502
- Sponsor Address: 17260 NEWHOPE ST., FOUNTAIN VALLEY, CA, 92708
- Plan Type: 401(k)
- Total Participants: 954
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 954 | $38.3M | $1,996 | $5.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $106,935 | — | $106,935 |
| MIRACLE MILE ADVISORS | ADIVSOR | $47,157 | — | $47,157 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,200 | — | $7,200 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,292
- Estimated Expense Ratio: 0.421% 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 | $161,292 | $47,157 | $106,935 | — | — |