Debra Wheaton signed Motis Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Motis Brands, Inc.'s EIN is 46-4269888.
Download the official 2024 Form 5500 (PDF) for Motis Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Motis Brands, Inc.'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $31K | — |
| HAUSER RETIREMENT SOLUTIONS 2, LLC | 36-4906731 | — | NONE | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $1.2M | 18.4% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $977K | 15.3% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $741K | 11.6% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $651K | 10.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $560K | 8.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $379K | 5.9% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $304K | 4.7% | |
| JPMorgan Large Cap Grow-R6 | Other securities | — | — | $272K | 4.2% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $263K | 4.1% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $232K | 3.6% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $197K | 3.1% | |
| Vanguard Life Strategy Growth | Mutual Funds | — | — | $173K | 2.7% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 10.50 percent - | Other securities | — | — | $63K | 1.0% | |
| Vanguard Target Retire 2070 | Mutual Funds | — | — | $55K | 0.9% | |
| Vanguard Total Int St IDX-AD | Common Collective Trusts | — | — | $47K | 0.7% | |
| Vanguard Mid Cap Index-ADM | Mutual Funds | — | — | $43K | 0.7% | |
| Baird Core Plus Bond Fund-IS | Other securities | — | — | $41K | 0.6% | |
| Fidelity Advisor INTL Growth Fund-Z | Mutual Funds | — | — | $40K | 0.6% | |
| Vanguard Small-Cap Index-ADM | Mutual Funds | — | — | $37K | 0.6% | |
| MFS Value Fund-R6 | Mutual Funds | — | — | $32K | 0.5% | |
| JPMorgan Mid Cap Growth Fund-R6 | Other securities | — | — | $29K | 0.5% | |
| Loomis Sayles Loomis Sayles S/C Growth-Ins | Other securities | — | — | $24K | 0.4% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| Vanguard Total BD MKT IDX ADM | Common Collective Trusts | — | — | $14K | 0.2% | |
| American Beacon American Beacon INTL EQT R6 | Other securities | — | — | $10K | 0.2% | |
| Vanguard Life Strategy Income * 293 Wells Fargo WF Spec SM CAP VAL-R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $5K | <0.1% | |
| John Hancock JH III DISC MID CAP VAL-R6 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Life Strategy Conservative Growth * 790 Vanguard Life Strategy Moderate Growth | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retire INC | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
