# Motive Energy, INC 401(k) Plan
Source: https://planprovider.pro/companies/motive-energy-inc-401k-plan

> Motive Energy, INC's 401(k) plan: 845 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Motive Energy, INC

- **Sponsor EIN:** 954025490

- **Sponsor Address:** 125 E. COMMERCIAL STREET, ANAHEIM, CA, 92801

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

- **Total Participants:** 845

- **Total Assets:** $33.2M

## 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.|

| 2023|845|$33.2M|$1.4M|$4.7M|

| 2022|841|$24.7M|$1.3M|$3.9M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$205,586|—|$205,586|

| MIRACLE MILE ADVISORS|NONE|$75,788|—|$75,788|

| BEACH FREEMAN LIM AND CLELAND, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $281,374

- **Estimated Expense Ratio:** 0.847% 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|

| 2023|$140,687|$37,894|$102,793|—|—|

| 2022|$114,642|$31,980|$82,662|—|—|

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