Plan Snapshot
- Plan Sponsor: Motley Rice LLC
- Sponsor EIN: 753051732
- Sponsor Address: 28 BRIDGESIDE BLVD., MT. PLEASANT, SC, 29464
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $118.8M
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 | 340 | $118.8M | $2.3M | $4.1M |
| 2023 | 294 | $105.1M | $2.0M | $3.7M |
| 2022 | 290 | $86.6M | $1.9M | $3.2M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | $26,205 | — | $26,205 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,547 | — | $9,547 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,752
- Estimated Expense Ratio: 0.030% 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 | $35,752 | $26,205 | — | — | — |
| 2023 | $41,049 | $26,190 | — | — | — |
| 2022 | $63,345 | — | — | — | — |