Plan Ledger DOL Form 5500 · updated monthly

Motive Companies, LLC401(k)

MOTIVE COMPANIES, LLC 401(K) PROFIT SHARING PLAN · FOUNTAIN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Motive Companies, LLC reported $161,292 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $2 per active participant. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,217th-largest of 9,483 plans among California employers on file, and the 1,078th of 4,246 in wholesale trade. In 2024, employees put in $2503.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,292,108
Participants with balances1,228
Active participants954
Employer contributions$1,996
Employee contributions$4,997,359
Employer contribution per active participant$2
Average account balance$31,182
Benefits paid to participants$3,542,871
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,135
Investment management$47,157
Total administrative$161,292
The Motive Companies, LLC 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$2,416

Motive Companies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$106,935
MIRACLE MILE ADVISORS · Investment advisory (plan)$47,157
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,200

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

Administrative cost history1
2024$161,292 · 0.45%
Same employer
Similar plansWholesale Trade · California
Paramount Export Company CA$39.0M · 0.08%
Young's Holdings, Inc. CA$39.0M · 0.15%
Professional Plastics, Inc. CA$38.9M · 0.19%
Edges Electrical Group LLC CA$37.1M · 0.00%
Hybrid Promotions, LLC CA$35.9M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 990667502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.