# Movement Strategy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/movement-strategy-llc-401k-plan

> Movement Strategy, LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/movement-strategy-llc-401k-plan)

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