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Original filing (PDF)20251009135658NAL0003971907001
MOTREX LLC
Form 5500
FILING_RECEIVED
WELLPOWER HOURLY 401(K) PLAN
401(k) retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
330
Accounts w/ balance
126
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "or Similar Party Description of Investment Value * Investments in Master Trust Investments in Master Trust" is 49% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTREX LLC.
Plan sponsor
Name
MOTREX LLC
EIN
85-2304533
Address
5925 CABOT PARKWAY · ALPHARETTA, GA · 30005
Phone
(678) 566-9163
Industry
Manufacturingsee all
Plan administrator
Name
BENEFITS ADMINISTRATION COMMITTEE
EIN
23-2335268
City
ALPHARETTA, GA
Phone
(678) 566-9163
Plan characteristics
Plan number
050
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities · 1 pooled fund· $20.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.7M
4 holdings
Master Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Description of Investment Value * Investments in Master Trust Investments in Master Trust | — | — | — | $6.7M | 95.9% | |
| WELLPOWER 401K SAV AND RET AND HRLY MOTREX LLC · EIN 85-2304533 / PN 003 | Master Trust | — | — | $6.7M | 95.9% | |
| Various (includes Registered Investment Companies, Self Interest Held in Master Trust Directed Brokerage, etc.) | — | — | — | $6.6M | 95.1% | |
| Notes receivable from Various maturities with interest rates ranging participants from 4.25% to 9.50% | — | — | — | $226K | 3.2% | |
| Participant Loans Participant Loans | — | — | — | $226K | 3.2% |
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