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Original filing (PDF)20251010082410NAL0004424787001
MOVEMENT MORTGAGE, LLC
Form 5500
FILING_RECEIVED
MOVEMENT MORTGAGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,711
Accounts w/ balance
4,553
Plan assets (EOY)
$333.9M
Net assets (EOY)
$333.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOVEMENT MORTGAGE, LLC.
Plan sponsor
Name
MOVEMENT MORTGAGE, LLC
EIN
26-0595342
Address
8024 CALVIN HALL ROAD · SUITE 200 · INDIAN LAND, SC · 297078737
Phone
(704) 271-2100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ANALYTICS, LLC | 47-3768337 | — | CONSULTANT | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $423K | — |
Investments
15 direct securities · 14 pooled funds· $333.5M(100% of reported assets)
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.
Common Collective Trust
$240.2M
14 holdings
Uncategorized
$93.3M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $43.3M | 13.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $35.2M | 10.5% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $34.9M | 10.4% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $33.9M | 10.2% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $28.0M | 8.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $25.5M | 7.6% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $24.0M | 7.2% | |
| Fidelity 500 Index Fund | — | — | — | $22.4M | 6.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $14.8M | 4.4% | |
| Participants Participant Loans Rates from 4.75% to 10.50% - | — | — | — | $9.9M | 3.0% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $7.8M | 2.3% | |
| Capital Research and Mgmt Co American Fds Washington Mutual Investment | — | — | — | $7.4M | 2.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $5.0M | 1.5% | |
| Vanguard Group Vanguard Explorer Admiral Fund | — | — | — | $4.8M | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $4.1M | 1.2% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.0M | 1.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| MFS Investment Mgmt MFS Intl Diversification R6 | — | — | — | $3.1M | 0.9% | |
| PIMCO Income Institutional Fund | — | — | — | $2.9M | 0.9% | |
| Fidelity Total International Index Fund | — | — | — | $2.8M | 0.8% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund I | — | — | — | $2.3M | 0.7% | |
| Fidelity US Bond Index | — | — | — | $1.7M | 0.5% | |
| Dimensional Fund Advisors DFA Global Real Estate Sc I Fund | — | — | — | $1.2M | 0.4% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $973K | 0.3% | |
| Principal Trust Company Principal Life Time Hybrid Inc CIT | — | — | — | $900K | 0.3% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $900K | 0.3% | |
| Capital Research and Mgmt Co Am Fds of Am R6 | — | — | — | $810K | 0.2% |
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