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Sponsor portfolio

MOTT EQUITY EXCHANGE

EIN 45-0169330-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
48
509 HIGHWAY 8 - MOTT, ND 58646701-824-3296LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$746K - 22 part#002401k-$640K - 26 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MOTT EQUITY EXCHANGE (#001)54%
  • MOTT EQUITY EXCHANGE (#002)46%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MOTT EQUITY EXCHANGE (#002)26
  • MOTT EQUITY EXCHANGE (#001)22
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UBG 401(K) - MOTT EQUITY EXCHANGE

401k

Assets$746K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UBG 401(K) - MOTT EQUITY EXCHANGE

401k

Assets$640K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UBG 401(K) - MOTT EQUITY EXCHANGE401k$746K222025
002UBG 401(K) - MOTT EQUITY EXCHANGE401k$640K262024
Retirement plans
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