Plan Snapshot
- Plan Sponsor: Movement Strategy, LLC
- Sponsor EIN: 261632780
- Sponsor Address: PO BOX 6410, FREDERICKSBURG, VA, 224036410
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $5.4M
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 | 122 | $5.4M | $270,817 | $725,136 |
| 2023 | 123 | $4.4M | $434,016 | $925,255 |
| 2022 | 125 | $2.5M | $293,537 | $712,586 |
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 |
|---|---|---|---|---|
| SMITH LEONARD, PLLC | Auditor | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,750
- Estimated Expense Ratio: 0.163% 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 | $63,345 | $22,072 | $1,008 | $8,750 | — |
| 2023 | $47,177 | $14,234 | $1,044 | $8,500 | — |
| 2022 | $12,176 | $1 | — | — | — |