AUMdb

Motiva 401(k) And Savings Plan

Sponsored by Motiva Enterprises Llc · EIN 760262490 · Plan #004

Total assets
$888M
Net assets
$888M
Active participants
2,526
With balances
2,968

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Financial Engines Investment advisory (plan) $525,012
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,920