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Original filing (PDF)20250808121333NAL0013349730001
MOTIVUS, LLC
Form 5500
FILING_RECEIVED
MOTIVUS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
236
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 110% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOTIVUS, LLC.
Plan sponsor
Name
MOTIVUS, LLC
EIN
93-4582999
Address
222 W LAS COLINAS BLVD STE 1650E · IRVING, TX · 75039
Phone
(813) 514-9180
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | INVESTMENT ADVISOR | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | THIRD PARTY ADMINISTRATO | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | 26-3429295 | — | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
34 direct securities· $20.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | — | — | — | $3.3M | 16.7% | |
| AMERICAN CENTURY ULTRA R6 | — | — | — | $1.9M | 9.6% | |
| BLACKROCK LIFEPATH INDEX 2040 K | — | — | — | $1.4M | 7.2% | |
| BLACKROCK LIFEPATH INDEX 2050 K | — | — | — | $1.3M | 6.6% | |
| BLACKROCK LIFEPATH INDEX 2055 K | — | — | — | $1.3M | 6.5% | |
| BLACKROCK LIFEPATH INDEX 2045 K | — | — | — | $1.3M | 6.4% | |
| BLACKROCK LIFEPATH INDEX 2035 K | — | — | — | $1.1M | 5.5% | |
| BLACKROCK LIFEPATH INDEX 2030 K | — | — | — | $906K | 4.5% | |
| ISHARES RUSSELL MID-CAP INDEX K | — | — | — | $646K | 3.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | — | — | — | $584K | 2.9% | |
| GENERAL ACCOUNT | — | — | — | $551K | 2.8% | |
| MFS INTERNATIONAL GROWTH R6 | — | — | — | $493K | 2.5% | |
| ISHARES U.S. AGGREGATE BOND INDEX K | — | — | — | $461K | 2.3% | |
| HARTFORD EQUITY INCOME R6 | — | — | — | $456K | 2.3% | |
| MASSMUTUAL OVERSEAS I | — | — | — | $450K | 2.2% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $444K | 2.2% | |
| BLACKROCK LIFEPATH INDEX 2060 K | — | — | — | $410K | 2.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K | — | — | — | $406K | 2.0% | |
| PIMCO REAL RETURN INSTL | — | — | — | $405K | 2.0% | |
| PGIM JENNISON SMALL COMPANY R6 | — | — | — | $334K | 1.7% | |
| AMERICAN FUNDS GR AND INC PORT R-6 | — | — | — | $308K | 1.5% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R6 | — | — | — | $206K | 1.0% | |
| ISHARES MSCI TOTAL INTERNATIONAL INDEX K | — | — | — | $199K | 1.0% | |
| DFA REAL ESTATE SECURITIES I | — | — | — | $164K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 | — | — | — | $163K | 0.8% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | — | — | — | $132K | 0.7% | |
| PIMCO INCOME INSTL | — | — | — | $102K | 0.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K | — | — | — | $96K | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $84K | 0.4% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $75K | 0.4% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 | — | — | — | $73K | 0.4% | |
| AMER FUNDS CONSERV G/I PORTFOLIO R6 | — | — | — | $59K | 0.3% | |
| AMERICAN FUNDS CAPITAL INC BLDR R6 | — | — | — | $48K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | — | — | — | $43K | 0.2% |
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