Original filing (PDF)20251011070107NAL0005032867001

MOTOWN INVESTMENTS, LLC

Name: MOTOWN INVESTMENTS, LLC — MOTOWN INVESTMENTS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: MOTOWN INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

MOTOWN INVESTMENTS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$598K

Net assets (EOY)

$598K

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MOTOWN INVESTMENTS, LLC

EIN

81-2710847

Address

4584 VIRGINIA DRIVE · ORLANDO, FL · 32814

Phone

(407) 489-4615

Industry

Professional & Technical Servicessee 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

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DYNAMIC VOCATIONAL CONSULTING, LLC

DYNAMIC VOCATIONAL CONSULTING LLC 401K PSP

$598K · 3 participants

CARYNHEALTH MANAGEMENT, LLC

CARYNHEALTH MANAGEMENT, LLC 401(K) PLAN

$598K · 22 participants

ARGO NETWORKS, INC.

ARGO 401(K) PLAN

$597K · 3 participants

YANA SYSTEMS, INC.

YANA SYSTEMS 401(K) PROFIT SHARING PLAN

$598K · 2 participants

CONCORD ESCROW

CONCORD ESCROW RETIREMENT TRUST

$597K · 10 participants