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Original filing (PDF)20250930132459NAL0011720945001
MOTIVE TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
MOTIVE TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
927
Accounts w/ balance
1,451
Plan assets (EOY)
$62.2M
Net assets (EOY)
$62.2M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 217% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTIVE TECHNOLOGIES INC..
Plan sponsor
Name
MOTIVE TECHNOLOGIES INC.
EIN
46-2330361
Address
55 HAWTHORNE ST, SUITE #400 · SAN FRANCISCO, CA · 94105
Phone
(737) 217-2415
Industry
Professional & Technical Servicessee 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
2025-09-30
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
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $210K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $65K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
Investments
34 direct securities· $62.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2050 K Mutual fund | — | — | — | $7.7M | 12.4% | |
| Blackrock Lifepath Index 2055 K Mutual fund | — | — | — | $6.7M | 10.8% | |
| Vanguard Total Stock Mkt Idx Adm Mutual fund | — | — | — | $6.5M | 10.4% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $6.3M | 10.1% | |
| Blackrock Lifepath Index 2045 K Mutual fund | — | — | — | $5.0M | 8.0% | |
| Vanguard Information Technology Idx Adm Mutual fund | — | — | — | $4.6M | 7.4% | |
| Blackrock Lifepath Index 2040 K Mutual fund | — | — | — | $4.1M | 6.5% | |
| Blackrock Lifepath Index 2060 K Mutual fund | — | — | — | $3.9M | 6.2% | |
| American Funds New World R6 Mutual fund | — | — | — | $2.0M | 3.3% | |
| Blackrock Lifepath Index 2035 K Mutual fund | — | — | — | $2.0M | 3.2% | |
| Fidelity Large Cap Growth Index Mutual fund | — | — | — | $1.7M | 2.7% | |
| JP Morgan International Equity R6 Mutual fund | — | — | — | $1.5M | 2.4% | |
| Blackrock Lifepath Index 2030 K Mutual fund | — | — | — | $1.4M | 2.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual fund | — | — | — | $1.1M | 1.8% | |
| Vanguard Total Bond Market Index Admiral Mutual fund | — | — | — | $1.1M | 1.7% | |
| Fidelity Balanced K6 Mutual fund | — | — | — | $888K | 1.4% | |
| Participant loans 5.50% to 10.50%, various maturities | — | — | — | $545K | 0.9% | |
| Blackrock Lifepath Index Retirement K Mutual fund | — | — | — | $512K | 0.8% | |
| Fidelity International Capital Apprec Mutual fund | — | — | — | $499K | 0.8% | |
| Putnam Large Cap Value R6 Mutual fund | — | — | — | $492K | 0.8% | |
| DFA Real Estate Securities I Mutual fund | — | — | — | $453K | 0.7% | |
| Empower S&P Small Cap 600 Index Inst Mutual fund | — | — | — | $429K | 0.7% | |
| JP Morgan US Equity R6 Mutual fund | — | — | — | $397K | 0.6% | |
| Blackrock Lifepath Index 2065 K Mutual fund | — | — | — | $392K | 0.6% | |
| MFS Mid Cap Growth R6 Mutual fund | — | — | — | $313K | 0.5% | |
| Vanguard Financials Index Adm Mutual fund | — | — | — | $299K | 0.5% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $264K | 0.4% | |
| Principal Midcap S&P 400 Index Inst Mutual fund | — | — | — | $233K | 0.4% | |
| Vanguard Energy Index Adm Mutual fund | — | — | — | $214K | 0.3% | |
| Vanguard FTSE Social Index Admiral Mutual fund | — | — | — | $207K | 0.3% | |
| Buffalo Small Cap Institutional Mutual fund | — | — | — | $203K | 0.3% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual fund | — | — | — | $179K | 0.3% | |
| PGIM Total Return Bond R6 Mutual fund | — | — | — | $149K | 0.2% | |
| Massmutual Inf-Prot And Inc I Mutual fund | — | — | — | $19K | <0.1% |
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