Motley Fool Holdings 401(k) match, vesting and fees
What Motley Fool Holdings' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Motley Fool Holdings: employer contribution per participant | $5,922 | |
| Peer median | $2,049 |
| Motley Fool Holdings: average balance | $291,516 | |
| Peer median | $79,099 |
| Motley Fool Holdings: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $127M at the end of plan year 2021 to $174M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 603 | $174M | $3.5M | $5,922 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 638 | $143M | $3.8M | $6,033 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 673 | $110M | $3.8M | $5,721 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 661 | $127M | $3.5M | $5,405 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Motley Fool Holdings match 401(k) contributions?
The match terms for the The Motley Fool Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $5,922 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Motley Fool Holdings 401(k) match vested?
The vesting schedule for the The Motley Fool Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Motley Fool Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is The Motley Fool Holdings, Inc..
I left Motley Fool Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Motley Fool Holdings, Inc., (703) 838-3665) or the recordkeeper, Schwab Retirement Plan Services,inc. The Motley Fool Holdings old 401(k) page lists the contacts from every plan filing. Find an old Motley Fool Holdings 401(k)
Data from the public Form 5500 annual reports Motley Fool Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Motley Fool Holdings. Not financial advice. Report a correction · Methodology