Plan Ledger DOL Form 5500 · updated monthly

Motivational Systems, Inc.401(k)

MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN · NATIONAL CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

Motivational Systems, Inc. reported $37,855 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.57% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,024th of 9,483), and 8,106th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$11,743,406
Participants with balances116
Active participants103
Employer contributions—
Employee contributions$503,295
Employer contribution per active participant—
Average account balance$101,236
Benefits paid to participants$169,650
Plan auditUnmodified (clean) audit opinion
AuditorGATTO POPE & WALWICK
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 116 accts
2023$9.4M · 107 accts
2022$7.6M · 108 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,400
Investment management$34,455
Total administrative$37,855
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$34,139
ADP, INC. · Loan processing · Recordkeeping$3,715
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC., SAGEPOINT FINANCIAL, INC.

This plan has changed recordkeepers within these filings. If you left Motivational Systems, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,855 · 0.36%
2023$29,551 · 0.35%
2022$47,502 · 0.57%
Similar plansManufacturing · California
G L Mezzetta, Inc CA$11.9M · 0.62%
Johanson Dielectrics, Inc. CA$11.8M · 0.04%
Purple Brands CA$11.8M · 0.48%
Yinlun Tdi, LLC CA$11.8M · 0.55%
Kingdomway USA Corp. CA$11.7M · 0.67%
Printograph, Inc. CA$11.7M · 0.79%
Gale Banks Engineering CA$11.6M · 0.26%
Beauty 21 Cosmetics Inc CA$11.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953003017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.