How big is Motley Rice LLC's plan?

Motley Rice LLC's plan reported $118.8M in assets and 340 participants for 2024.

Original filing (PDF)20251013153113NAL0000777491001

Motley Rice LLC

Name: Motley Rice LLC — Motley Rice LLC Employee, Form 5500 (2024)
Creator: Motley Rice LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Motley Rice LLC Employee Retirement Savings Plan

401(k) retirement plan · Motley Rice LLC's Motley Rice LLC Employee Retirement Savings Plan held $118.8M in plan assets for 340 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

340

Accounts w/ balance

332

Plan assets (EOY)

$118.8M

Net assets (EOY)

$118.8M

People on this filing

Terre Bohman signed Motley Rice LLC's 2024 Form 5500 as plan administrator.

Terre Bohman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Motley Rice LLC's EIN is 75-3051732.

EIN 75-3051732

Plan number 003

Plan year 2024

ACK ID 20251013153113NAL0000777491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Motley Rice LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Motley Rice LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOTLEY RICE LLC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

MOTLEY RICE LLC

EIN

all filings

Address

28 BRIDGESIDE BLVD. · MT. PLEASANT, SC · 29464

Phone

(843) 216-9000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$26K	—

Investments

35 direct securities· $118.8M(100% of reported assets)

Common Collective Trusts

$43.3M

8 holdings

Other securities

$42.2M

17 holdings

Mutual Funds

$29.7M

8 holdings

Stable Value

$3.3M

1 holding

Bonds / Notes

$417K

1 holding

					% of plan
Fidelity 500 Index Fund -	Common Collective Trusts	—	—	$23.1M	19.4%
JPMorgan Large Cap Growth Fund -	Other securities	—	—	$11.9M	10.0%
American Funds Washington Mutual Investors Fund -	Mutual Funds	—	—	$9.2M	7.7%
Fidelity Mid Cap Index Fund -	Common Collective Trusts	—	—	$7.7M	6.5%
Western Asset Core Plus Bond Fund I -	Other securities	—	—	$7.6M	6.4%
American Funds EuroPacific Growth Fund -	Mutual Funds	—	—	$5.6M	4.8%
Fidelity Small Cap Index Fund -	Common Collective Trusts	—	—	$5.1M	4.3%
Prudential Jennison Mid Cap Growth Fund -	Other securities	—	—	$4.2M	3.5%
American Funds Fundamental Investors -	Mutual Funds	—	—	$3.9M	3.2%
Janus Henderson Multi-Sector Income Fund I -	Mutual Funds	—	—	$3.8M	3.2%
MFS International Value Fund -	Mutual Funds	—	—	$3.6M	3.1%
Fidelity U.S. Bond Index Fund -	Common Collective Trusts	—	—	$3.4M	2.9%
Lincoln Stable Value Account -	Stable Value	—	—	$3.3M	2.8%
Neuberger Berman Genesis Fund -	Other securities	—	—	$3.2M	2.7%
Invesco Small Cap Growth Fund -	Mutual Funds	—	—	$2.2M	1.8%
JPMorgan Emerging Markets Equity Portfolio -	Other securities	—	—	$2.1M	1.7%
Gateway Fund Y -	Other securities	—	—	$1.9M	1.6%
BlackRock LifePath Index 2055 Fund K -	Other securities	—	—	$1.8M	1.5%
BlackRock LifePath Index 2060 Fund K -	Other securities	—	—	$1.4M	1.2%
BlackRock LifePath Index 2050 Fund K -	Other securities	—	—	$1.3M	1.1%
Fidelity Emerging Markets Index Fund -	Common Collective Trusts	—	—	$1.2M	1.0%
BlackRock LifePath Index 2040 Fund K -	Other securities	—	—	$1.2M	1.0%
BlackRock LifePath Index Retirement Fund K -	Other securities	—	—	$1.2M	1.0%
Calamos Market Neutral Income Fund -	Other securities	—	—	$1.2M	1.0%
Fidelity International Index Fund -	Common Collective Trusts	—	—	$1.1M	0.9%
Fidelity Real Estate Index Fund -	Common Collective Trusts	—	—	$1.0M	0.8%
BlackRock LifePath Index 2045 Fund K -	Other securities	—	—	$972K	0.8%
BlackRock LifePath Index 2030 Fund K -	Other securities	—	—	$945K	0.8%
American Funds American Balanced Fund -	Mutual Funds	—	—	$780K	0.7%
JPMorgan Mid Cap Value Fund -	Other securities	—	—	$635K	0.5%
Fidelity Inflation-Protected Bond Index Fund -	Common Collective Trusts	—	—	$629K	0.5%
BlackRock LifePath Index 2035 Fund K -	Other securities	—	—	$554K	0.5%
Dodge & Cox Global Bond Fund -	Mutual Funds	—	—	$548K	0.5%
10.50%, maturing through 2029 -	Bonds / Notes	—	—	$417K	0.4%
AQR Capital Management Managed Futures Strategy Fund -	Other securities	—	—	$221K	0.2%