Nicole Arsenault signed Motivational Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Motivational Systems, Inc.'s EIN is 95-3003017.
Download the official 2024 Form 5500 (PDF) for Motivational Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Motivational Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE BLUE CHIP GR - R | Registered Investment Companies | — | — | $2.3M | 20.0% | |
| AMER MUTUAL FND- R3 | Registered Investment Companies | — | — | $1.3M | 10.8% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $949K | 8.1% | |
| AMERFDS 2020 TARG DATE RET-R3 57 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS INV CO OF AMER | Registered Investment Companies | — | — | $801K | 6.8% | |
| AM FNDS CAPITAL INC BUILDER-R3 | Registered Investment Companies | — | — | $727K | 6.2% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $534K | 4.5% | |
| FIDELITY ADVISOR TECHNOLOGY A | Registered Investment Companies | — | — | $497K | 4.2% | |
| AMERICAN FUNDS FUNDAMENTAL -R3 | Registered Investment Companies | — | — | $492K | 4.2% | |
| FEDERATED HERMES GOVT OBL | Registered Investment Companies | — | — | $475K | 4.0% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $364K | 3.1% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $327K | 2.8% | |
| FIDELITY ADVISOR UTILITIES A | Registered Investment Companies | — | — | $287K | 2.4% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $238K | 2.0% | |
| FID ADVISOR INDUSTRIALS A | Registered Investment Companies | — | — | $236K | 2.0% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $221K | 1.9% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $220K | 1.9% | |
| VICTORY RS GLOBAL A | Registered Investment Companies | — | — | $219K | 1.9% | |
| CALVERT EQUITY FUND - A | Registered Investment Companies | — | — | $182K | 1.6% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $167K | 1.4% | |
| AMERICAN US GOV MONEY MKT R3 | Registered Investment Companies | — | — | $163K | 1.4% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $139K | 1.2% | |
| AMERICAN FUNDS SMCAP WLRD -R3 | Registered Investment Companies | — | — | $120K | 1.0% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $114K | 1.0% | |
| MACQUARIE SMALL CAP VALUE - R | Registered Investment Companies | — | — | $110K | 0.9% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $99K | 0.8% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $67K | 0.6% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $56K | 0.5% | |
| BLK HEALTH SCI OPPORT PORT R 53 REGISTERED INVESTMENT COMPANY AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $51K | 0.4% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $50K | 0.4% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $25K | 0.2% | |
| TRP ULTRA SHORT TERM BOND I | Registered Investment Companies | — | — | $14K | 0.1% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $34K |
| — |
