Motivus, Llc 401(k) Plan
Sponsored by Motivus, Llc · EIN 934582999 · Plan #002
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 59
- With balances
- 236
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $67,034 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $30,986 |
| Retirement Solutions Specialists | Contract administrator | $13,294 |
| Assurance Dimensions | Accounting | $8,000 |
| Empower Advisory Group, Llc | Investment management | $2,530 |