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Original filing (PDF)20250915081044NAL0000918273001
MOTOR CONTROLS, INC.
Form 5500
FILING_RECEIVED
MOTOR CONTROLS INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
263
Accounts w/ balance
136
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Fidelity Blue Chip Growth Fund 11,947 shares" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTOR CONTROLS, INC..
Plan sponsor
Name
MOTOR CONTROLS, INC.
DBA
MOTOR CONTROLS INC
EIN
75-1725350
Address
10661 NEWKIRK ST · DALLAS, TX · 75229
Phone
(972) 247-4440
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $50 | — |
Investments
29 direct securities· $9.6M(99% of reported assets)
Uncategorized
$9.5M
28 holdings
Mutual Funds
$69K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund 11,947 shares | — | — | — | $2.7M | 28.1% | |
| Fidelity Freedom 2035 Fund Class K 78,968 shares | — | — | — | $1.2M | 12.8% | |
| Fidelity Freedom Income Fund Class K 24 shares 256 * Fidelity Freedom 2010 Fund Class K 67,217 shares | — | — | — | $936K | 9.7% | |
| Fidelity Freedom 2030 Fund Class K 46,571 shares | — | — | — | $817K | 8.5% | |
| Fidelity Freedom 2040 Fund Class K 64,684 shares | — | — | — | $748K | 7.7% | |
| Fidelity Freedom 2025 Fund Class K 41,877 shares | — | — | — | $570K | 5.9% | |
| Fidelity Freedom 2020 Fund Class K 29,084 shares | — | — | — | $418K | 4.3% | |
| MFS Mid Cap Growth Fund Class R3 14,327 shares | — | — | — | $405K | 4.2% | |
| Fidelity 500 Index Fund 1,563 shares | — | — | — | $319K | 3.3% | |
| Fidelity Freedom 2050 Fund Class K 15,444 shares | — | — | — | $211K | 2.2% | |
| Fidelity Freedom 2055 Fund Class K 11,501 shares | — | — | — | $182K | 1.9% | |
| American Funds American Mutual Fund Class R-4 3,159 shares | — | — | — | $174K | 1.8% | |
| Fidelity Freedom 2060 Fund Class K 6,421 shares | — | — | — | $93K | 1.0% | |
| Fidelity Freedom 2045 Fund Class K 6,802 shares | — | — | — | $92K | 0.9% | |
| Fidelity Emerging Markets Fund 2,172 shares | — | — | — | $83K | 0.9% | |
| BlackRock Advantage Small Cap Core Fund Institutional Shares 3,995 shares | — | — | — | $73K | 0.8% | |
| Fidelity Small Cap Index Fund 2,536 shares | — | — | — | $70K | 0.7% | |
| Janus Henderson Growth and Income Fund Class T 993 shares | Mutual Funds | — | — | $69K | 0.7% | |
| Money Market Funds * Fidelity Government Money Market Fund 64,930 shares | — | — | — | $65K | 0.7% | |
| Allspring Special Mid Cap Value Fund – Class Admin 1,210 shares | — | — | — | $57K | 0.6% | |
| Fidelity Total Bond Fund 6,003 shares | — | — | — | $56K | 0.6% | |
| MFS International Diversification Fund Class R3 2,207 shares | — | — | — | $49K | 0.5% | |
| Fidelity Freedom 2065 Fund Class K 3,630 shares | — | — | — | $48K | 0.5% | |
| Allspring Special Small Cap Value Fund – Class Admin 1,081 shares | — | — | — | $44K | 0.5% | |
| Fidelity Global ex U.S. Index Fund 1,618 shares | — | — | — | $23K | 0.2% | |
| Goldman Sachs Inflation Protected Securities Fund Investor Shares 1,568 shares | — | — | — | $15K | 0.2% | |
| Fidelity Overseas Fund 187 shares | — | — | — | $12K | 0.1% | |
| Fidelity U.S. Bond Index Fund 369 shares | — | — | — | $4K | <0.1% | |
| Parnassus Mid Cap Fund 49 shares | — | — | — | $2K | <0.1% |
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