Motive Companies 401(k) match, vesting and fees
What Motive Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Aprio, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Motive Companies: employer contribution per participant | $2 | |
| Peer median | $2,066 |
| Motive Companies: average balance | $31,183 | |
| Peer median | $77,876 |
| Motive Companies: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $38.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,300 | $38.3M | $1,996 | $2 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Motive Companies match 401(k) contributions?
The match terms for the Motive Companies, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1,996 in employer contributions, about $2 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Motive Companies 401(k) match vested?
The vesting schedule for the Motive Companies, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Motive Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Motive Companies, LLC.
I left Motive Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Motive Companies, LLC, (714) 888-2525) or the recordkeeper, The Vanguard Group, Inc.. The Motive Companies old 401(k) page lists the contacts from every plan filing. Find an old Motive Companies 401(k)
Data from the public Form 5500 annual reports Motive Companies filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Motive Companies. Not financial advice. Report a correction · Methodology