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MOTIVE WEALTH ADVISORS

EIN 84-5160774-financial services-Latest filing 2025
Plans
1
Retirement
1
$586K assets
Welfare
0
Participants
4
525 W. MERRILL ST. - BIRMINGHAM, MI 48009248-987-5731motivewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$586K - 4 part

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Retirement#001

MOTIVE WEALTH ADVISORS 401(K) PLAN

401k

Assets$586K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOTIVE WEALTH ADVISORS 401(K) PLAN401k$586K42025
Retirement plans
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