Deborah Joseph signed Material in Motion's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Material in Motion's EIN is 84-1927192.
Download the official 2024 Form 5500 (PDF) for Material in Motion from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Material in Motion's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $736K | 12.6% | |
| JPMORGAN SMARTRETIRE 2055 - R2 | Registered Investment Companies | — | — | $693K | 11.8% | |
| JPM SMARTRET 2030 - R2 | Registered Investment Companies | — | — | $591K | 10.1% | |
| JPMORGAN SMARTRET 2040 - R2 | Registered Investment Companies | — | — | $555K | 9.5% | |
| JPMORGAN SMARTRET 2035 - R2 | Registered Investment Companies | — | — | $548K | 9.4% | |
| FIDELITY DIVERSIFIED INTL M | Registered Investment Companies | — | — | $459K | 7.9% | |
| AMF GROWTH FUND OF AMERICA R2E | Registered Investment Companies | — | — | $386K | 6.6% | |
| FIDELITY ADVISOR NEW INSIGHT M | Registered Investment Companies | — | — | $307K | 5.2% | |
| JPMORGAN SMARTRET 2050 - R2 | Registered Investment Companies | — | — | $292K | 5.0% | |
| JPM SMARTRET 2060 R2 | Registered Investment Companies | — | — | $290K | 5.0% | |
| AMERICAN US GOV MONEY MKT R2E | Registered Investment Companies | — | — | $217K | 3.7% | |
| JPMORGAN SMARTRET 2045 - R2 | Registered Investment Companies | — | — | $210K | 3.6% | |
| PIMCO TOTAL RETURN FUND - R | Registered Investment Companies | — | — | $195K | 3.3% | |
| FUNDAMENTAL INVESTORS R2E | Registered Investment Companies | — | — | $194K | 3.3% | |
| JPM SMARTRET 2025 - R2 | Registered Investment Companies | — | — | $102K | 1.7% | |
| JPM SMARTRET INCOME - R2 | Registered Investment Companies | — | — | $41K | 0.7% | |
| JPM SMARTRET 2020 - R2 | Registered Investment Companies | — | — | $17K | 0.3% | |
| EATON VANCE GOVT OPPS R | Registered Investment Companies | — | — | $13K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $15K |
| — |
