AUMdb

Motive Companies, Llc 401(k) Profit Sharing Plan

Sponsored by Motive Companies, Llc · EIN 990667502 · Plan #001

Total assets
$38.3M
Net assets
$38.3M
Active participants
954
With balances
1,228

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $106,935
Miracle Mile Advisors Investment advisory (plan) $47,157
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $7,200