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Original filing (PDF)20250925073219NAL0003394435001
MOVEMENT STRATEGY, LLC
Form 5500
FILING_RECEIVED
MOVEMENT STRATEGY 401(K) PLAN
401(k) retirement plan
Signals · 3
37% in single holding~116 bps in Sched C feesNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
122
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Freedom Index 2050 Fund" is 37% of plan.
- 116 bps in Schedule C fees — 123% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOVEMENT STRATEGY, LLC.
Plan sponsor
Name
MOVEMENT STRATEGY, LLC
EIN
26-1632780
Address
PO BOX 6410 · FREDERICKSBURG, VA · 224036410
Phone
(704) 807-8701
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2K · 401(m) arrangement
3B · Covers self-employed individuals
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SMITH LEONARD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | 20-5907591 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
26 direct securities· $5.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom Index 2050 Fund | — | — | — | $2.0M | 37.4% | |
| Fidelity Investments Freedom Index 2055 Fund | — | — | — | $1.6M | 29.3% | |
| Fidelity Investments Freedom Index 2060 Fund | — | — | — | $666K | 12.4% | |
| Fidelity Investments Freedom Index 2045 Fund | — | — | — | $288K | 5.4% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $145K | 2.7% | |
| Fidelity Investments 500 Index Fund | — | — | — | $141K | 2.6% | |
| Fidelity Investments Freedom Index 2065 Fund | — | — | — | $106K | 2.0% | |
| Fidelity Investments Blue Chip Growth Fund | — | — | — | $93K | 1.7% | |
| MFS Mid Cap Value Fund | — | — | — | $46K | 0.9% | |
| Fidelity Investments Global ex U.S. Index Fund | — | — | — | $43K | 0.8% | |
| JP Morgan Government Bond Fund | — | — | — | $38K | 0.7% | |
| Fidelity Investments Freedom Index 2040 Fund | — | — | — | $31K | 0.6% | |
| American Funds American Mutual Fund | — | — | — | $23K | 0.4% | |
| BlackRock Emerging Markets Fund | — | — | — | $21K | 0.4% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $21K | 0.4% | |
| MFS Mid Cap Growth Fund | — | — | — | $20K | 0.4% | |
| Fidelity Investments Total Bond Fund | — | — | — | $20K | 0.4% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | — | — | — | $19K | 0.4% | |
| American Century Small Cap Value Fund | — | — | — | $18K | 0.3% | |
| Fidelity Investments Small Cap Growth Fund | — | — | — | $14K | 0.3% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $10K | 0.2% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $8K | 0.2% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $6K | 0.1% | |
| Fidelity Investments International Capital Appreciation Fund | — | — | — | $5K | 0.1% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $2K | <0.1% | |
| Notes receivable from participants Interest rates of 8.5% to 9.5% | — | — | — | $1K | <0.1% |
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