How big is Motive Wealth Advisors' plan?

Motive Wealth Advisors' plan reported $419K in assets and 3 participants for 2024.

Original filing (PDF)20250602074539NAL0006409475001

Motive Wealth Advisors

Name: Motive Wealth Advisors — Motive Wealth Advisors, Form 5500 (2024)
Creator: Motive Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Motive Wealth Advisors 401(k) Plan

401(k) retirement plan · Motive Wealth Advisors' Motive Wealth Advisors 401(k) Plan held $419K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

People on this filing

Jason Close signed Motive Wealth Advisors' 2024 Form 5500 as plan administrator.

Jason Close — 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

Motive Wealth Advisors' EIN is 84-5160774.

EIN 84-5160774

Plan number 001

Plan year 2024

ACK ID 20250602074539NAL0006409475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Motive Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Motive Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOTIVE WEALTH ADVISORS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score