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Sponsor portfolio

MOTOWN INVESTMENTS, LLC

EIN 81-2710847-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$671K assets
Welfare
0
Participants
4
4584 VIRGINIA DRIVE - ORLANDO, FL 32814407-489-4615
Plans on this EIN
2 filings
#002CashBalance-$598K - 2 part#001401k-$74K - 2 part

Retirement portfolio analytics

2 plans aggregated / $671K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#002)89%
  • INVESTMENTS, LLC 401(K) (#001)11%
Total $671KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • INVESTMENTS, LLC 401(K) (#001)2
Total 4Click 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#002

MOTOWN INVESTMENTS, LLC CASH BALANCE PLAN

CashBalance

Assets$598K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOTOWN INVESTMENTS, LLC 401(K) PLAN

401k

Assets$74K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOTOWN INVESTMENTS, LLC CASH BALANCE PLANCashBalance$598K22024
001MOTOWN INVESTMENTS, LLC 401(K) PLAN401k$74K22024
Retirement plans
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