Plan Ledger DOL Form 5500 · updated monthly

Motivus, LLC401(k)

MOTIVUS, LLC 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Motivus, LLC reported $123,055 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,577 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 professional & technical services employers. By assets it is the 2,019th-largest of 5,688 plans among Texas employers on file, and the 5,541st of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,017,282
Participants with balances236
Active participants59
Employer contributions$388,036
Employee contributions$858,833
Employer contribution per active participant$6,577
Average account balance$84,819
Benefits paid to participants$6,066,291
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,069
Investment management$30,986
Audit (IQPA)$8,000
Total administrative$123,055
The Motivus, LLC 401(k) match · 2024
Employer contribution per active participant$6,577
Median for plans this size$2,416

Motivus, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20245
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$30,986
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$13,294
ASSURANCE DIMENSIONS · Accounting / audit$8,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,530

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$123,055 · 0.59%
Similar plansProfessional & Technical Services · Texas
Rignet, Inc. TX$20.4M · 0.07%
Thomas J. Henry Law Firm TX$20.4M · 0.70%
King Aerospace, Inc. TX$20.4M · 0.62%
Bourque Holdings, LLC TX$20.3M · 0.36%
New Tech Engineering LP TX$20.0M · 0.42%
Smartcomms, LLC TX$20.0M · 0.29%
Authentix, Inc. TX$19.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934582999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.