Plan Snapshot
- Plan Sponsor: The Motley Fool Holdings, INC.
- Sponsor EIN: 263335778
- Sponsor Address: 2000 DUKE STREET, 2ND FLOOR, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $174.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 405 | $174.0M | $3.5M | $7.7M |
| 2023 | 478 | $142.9M | $3.8M | $8.0M |
| 2022 | 556 | $109.9M | $3.8M | $8.0M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | $16,750 | — | $16,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,750
- Estimated Expense Ratio: 0.010% 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 | $76,619 | — | — | $16,750 | — |
| 2023 | $79,683 | — | $16,100 | — | — |
| 2022 | $65,782 | — | — | — | $14,350 |