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Original filing (PDF)20251006084204NAL0001732707001
MOVEMENT MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
MOVEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
489
Accounts w/ balance
369
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOVEMENT MANAGEMENT, LLC.
Plan sponsor
Name
MOVEMENT MANAGEMENT, LLC
EIN
86-2736681
Address
1050 W HAMPDEN AVE, SUITE 100 · ENGLEWOOD, CO · 80110
Phone
(410) 872-0060
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
27 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.6M | 16.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 14.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 12.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 11.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $895K | 9.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $704K | 7.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $565K | 5.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $486K | 5.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $411K | 4.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $210K | 2.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $138K | 1.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $116K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $115K | 1.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $114K | 1.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $97K | 1.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $87K | 0.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $77K | 0.8% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $68K | 0.7% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $67K | 0.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 104 Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $65K | 0.7% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $58K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $43K | 0.5% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $35K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $3K | <0.1% |