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Original filing (PDF)20251014165832NAL0006889010001
MOTIONAL AD, INC.
Form 5500
FILING_RECEIVED
MOTIONAL AD RETIREMENT SAVINGS PROGRAM
401(k) retirement plan
Active participants
688
Accounts w/ balance
1,301
Plan assets (EOY)
$110.1M
Net assets (EOY)
$110.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTIONAL AD, INC..
Plan sponsor
Name
MOTIONAL AD, INC.
EIN
47-3952152
Address
100 NORTHERN AVENUE · SUITE 200 · BOSTON, MA · 02210
Phone
(857) 540-2463
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
Investments
18 direct securities · 5 pooled funds· $110.1M(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
$81.0M
18 holdings
Common Collective Trust
$29.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $20.6M | 18.7% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $18.2M | 16.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $10.6M | 9.7% | |
| JPM LG CAP GROWTH R6 Mutual Fund | — | — | — | $9.8M | 8.9% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $9.4M | 8.5% | |
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $8.9M | 8.1% | |
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $5.8M | 5.3% | |
| SELF DIRECTED BROKERAGE ACCOUNT Self Directed | — | — | — | $4.8M | 4.4% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $4.0M | 3.6% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.2M | 2.9% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $2.8M | 2.6% | |
| DODGE & COX INTL STK I Mutual Fund | — | — | — | $2.2M | 2.0% | |
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $2.0M | 1.9% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Participant loans 3.25% to 8.50% - | — | — | — | $917K | 0.8% | |
| FID FDM IDX INC IPR Mutual Fund | — | — | — | $136K | 0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | — | — | — | $85K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | — | — | — | $59K | <0.1% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $35K | <0.1% | |
| FID GOVT MMKT K6 Mutual Fund | — | — | — | $4K | <0.1% |