Motion PT Management, Inc.'s EIN is 47-4039330.
Download the official 2023 Form 5500 (PDF) for Motion PT Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Motion PT Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. CO. OF NY | 13-3646501 | BUFFALO, NY | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | MIAMI, NY | RIA | $7K | — |
| MERRILL LYNCH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY REAL ESTATE INDEX JOHN HACOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| PGIM JENNISON SMALL COMPANY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| ROYCE OPPORTUNITY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA CONTRARIAN CORE FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| DOMINI IMPACT EQUITY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH FUNDAMENTAL LARGE CAP CORE JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE GROWTH STOCK JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| DOUBLELINE LOW DURATION BOND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MIAMI, NY |
| RIA |
| $7K |
| — |
