Michaela Roberts signed Motivated Security's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Motivated Security's EIN is 22-3191798.
Download the official 2022 Form 5500 (PDF) for Motivated Security from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Motivated Security's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | ATLANTA, GA |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JANUS HENDERSON BALANCED - R | Registered Investment Companies | — | — | $96K | 14.0% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $85K | 12.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $70K | 10.2% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $63K | 9.3% | |
| INVESCO GLBL STRAT INC R 187 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $51K | 7.5% | |
| PIMCO REAL RETURN - CLASS R 161 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $50K | 7.3% | |
| FIDELITY ADVISOR LEV CO STK -M | Registered Investment Companies | — | — | $35K | 5.2% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $35K | 5.2% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $27K | 4.0% | |
| FIDELITY ADVISOR REAL ESTATE-M 136 REGISTERED INVESTMENT COMPANY PIMCO TOTAL RETURN FUND - R 221 REGISTERED INVESTMENT COMPANY MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $27K | 3.9% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $24K | 3.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $23K | 3.4% | |
| MFS RESEARCH INTL - R2 170 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $22K | 3.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $19K | 2.7% | |
| THE HARTFORD HEALTHCARE R3 265 REGISTERED INVESTMENT COMPANY COL SELIGMAN TECH AND INFO R | Registered Investment Companies | — | — | $17K | 2.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $16K | 2.3% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $14K | 2.0% | |
| T.ROWE PRICE RETIREMENT 2010-R 534 REGISTERED INVESTMENT COMPANY FRANKLIN U.S GOVERNMENT SEC -R | Registered Investment Companies | — | — | $4K | 0.6% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
