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Original filing (PDF)20240125154438NAL0019360608001
MOTION PT MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
MOTION PT GROUP, INC. 401K PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
66 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTION PT MANAGEMENT, INC..
Plan sponsor
Name
MOTION PT MANAGEMENT, INC.
EIN
47-4039330
Address
1516 HIGHWAY 138 · SUITE 1C · WALL, NJ · 07719
Phone
(718) 369-8000
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-07-31
Filed
2024-01-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. CO. OF NY | 13-3646501 | BUFFALO, NY | RECORD KEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | MIAMI, NY | RIA | $7K | — |
| MERRILL LYNCH | 13-5674085 | MIAMI, NY | RIA | $7K | — |
Investments
66 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % 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 | — |
| LS GROWTH ACTIVE STRATEGY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| GUGGENHEIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| STRATEGIC INCOME OPPORTUNITY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| J.P. MORGAN GLOBAL BOND JOHNHANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO REAL RETURN FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE SPECTRUM INC FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AB HIGH INCOME FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| BOND FUND - JH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR TOTAL BOND FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VICTORY TRIVALENT INTL SC JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
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