· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOTIVATIONAL MARKETING, LLC — MOTIVATIONAL MARKETING 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516152856NAL0047098754001
MOTIVATIONAL MARKETING, LLC
Form 5500-SF
FILING_RECEIVED
MOTIVATIONAL MARKETING 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
291
Accounts w/ balance
68
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOTIVATIONAL MARKETING, LLC
.
Find decision makers
Plan sponsor
Name
MOTIVATIONAL MARKETING, LLC
EIN
87-1207891
Address
15820 EUCLID AVE · CHINO, CA · 91708
Phone
(909) 517-2200
Industry
Transportation & Warehousing
see 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
2025-05-16
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
STONE MANAGEMENT, INC.
STONE MANAGEMENT, INC. 401(K) PLAN
$1.2M · 14 participants
ACTION WAREHOUSE LTD
ACTION WAREHOUSE, LTD. 401(K) RETIREMENT TRUST
$1.2M · 28 participants
WAREHOUSE M & ASSOCIATES, INC.
WAREHOUSE M & ASSOCIATES, INC. RETIREMENT PLAN
$1.2M · 12 participants
HILFORD MOVING & STORAGE
HILFORD MOVING & STORAGE 401(K) PLAN
$1.2M · 7 participants
PRICE SELF STORAGE MANAGEMENT, INC.
PRICE SELF STORAGE 401(K) PROFIT SHARING PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 42 participants
KAY'S TRUCKING, INC.
KAY'S TRUCKING, INC. 401(K) PLAN
$1.2M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
