# Movement For Life, INC. 401(k) Plan
Source: https://planprovider.pro/companies/movement-for-life-inc-401k-plan

> Movement For Life, INC.'s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Movement For Life, INC.

- **Sponsor EIN:** 472488383

- **Sponsor Address:** 408 HIGUERA STREET, SUITE 200, SAN LUIS OBISPO, CA, 93401

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

- **Total Participants:** 194

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|194|$15.3M|$200,000|$577,948|

| 2023|181|$12.8M|$75,000|$515,583|

| 2022|159|$11.2M|$0|$524,342|

## 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|

| WRIGHT WEALTH STRATEGIES, LLC|INVESTMENT BROKER|$41,848|—|$41,848|

| CALIBER AUDIT & ATTEST, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CALIBER AUDIT & ATTEST, LLP](https://planprovider.pro/provider/caliber-audit-and-attest-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,848

- **Estimated Expense Ratio:** 0.273% 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|$23,088|$22,541|$222|—|—|

| 2023|$19,391|$18,920|$146|—|—|

| 2022|$26,460|$26,251|$75|—|$134|

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