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Original filing (PDF)20250930102556NAL0005437987001
MOTUS, LLC
Form 5500
FILING_RECEIVED
MOTUS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
427
Accounts w/ balance
643
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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
- 32 bps in Schedule C fees — 102% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTUS, LLC.
Plan sponsor
Name
MOTUS, LLC
EIN
46-4097191
Address
1 BEACON STREET · FLOOR 15 · BOSTON, MA · 02108
Phone
(262) 971-2200
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | — | MADISON, WI | ACCOUNTANT/AUDITOR | $17K | — |
Investments
24 direct securities · 2 pooled funds· $51.1M(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.
Uncategorized
$48.7M
23 holdings
Common Collective Trust
$2.2M
2 holdings
Mutual Funds
$279K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Investment Management Lifetime 2050 R6 N/R | — | — | — | $5.9M | 11.6% | |
| Fidelity Management Trust Company 500 Index N/R | — | — | — | $5.8M | 11.3% | |
| MFS Investment Management Lifetime 2030 R6 N/R | — | — | — | $5.3M | 10.3% | |
| MFS Investment Management Lifetime 2040 R6 N/R | — | — | — | $4.8M | 9.4% | |
| MFS Investment Management Lifetime 2055 R6 N/R | — | — | — | $4.6M | 9.1% | |
| MFS Investment Management Lifetime 2045 R6 N/R | — | — | — | $4.2M | 8.3% | |
| MFS Investment Management Lifetime 2035 R6 N/R | — | — | — | $4.2M | 8.2% | |
| Fidelity Management Trust Company International Index N/R | — | — | — | $2.4M | 4.6% | |
| MFS Investment Management Lifetime 2060 R6 N/R | — | — | — | $2.3M | 4.4% | |
| Janus Henderson Investors Forty N N/R | — | — | — | $2.2M | 4.3% | |
| MFS Investment Management Lifetime 2025 R6 N/R | — | — | — | $1.6M | 3.1% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| Allspring Special Mid Cap Value IS N/R | — | — | — | $921K | 1.8% | |
| Blackrock Equity Dividend I N/R | — | — | — | $812K | 1.6% | |
| PIONEER BOND R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $753K | 1.5% | |
| MFS Investment Management Lifetime Income R6 N/R | — | — | — | $721K | 1.4% | |
| Fidelity Management Trust Company Small Cap Index N/R | — | — | — | $648K | 1.3% | |
| Fidelity Management Trust Company Mid Cap Index N/R | — | — | — | $500K | 1.0% | |
| MFS Investment Management Mid Cap Growth R6 N/R | — | — | — | $476K | 0.9% | |
| Participant Loans * Participant Loans Interest rates: 4.25% to 10.50% $0 | — | — | — | $384K | 0.8% | |
| AllianceBernstein Small Cap Growth Z N/R | — | — | — | $354K | 0.7% | |
| s * Fidelity Management Trust Company US Bond Index N/R | Mutual Funds | — | — | $279K | 0.5% | |
| PIMCO Diversified Income Fund Inst N/R | — | — | — | $222K | 0.4% | |
| Allspring Small Company Value R6 N/R | — | — | — | $147K | 0.3% | |
| Vanguard Funds Inflation Protected Security N/R | — | — | — | $104K | 0.2% | |
| MFS Investment Management Lifetime 2065 R6 N/R | — | — | — | $82K | 0.2% |