Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOTIVO GROUP, INC.
EIN 85-0889402oil & energyLatest filing 2024
Plans
2
Retirement
2
$916K assets
Welfare
0
Participants
88
37607 LEE LAKE ROAD, SUITE B - WINDSOR, CO 80550206-227-0951motivo-group.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $916K assets / 88 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOTIVO GROUP 401(K) PLAN
401k
Assets$590K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MOTIVO GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$326K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOTIVO GROUP 401(K) PLAN | 401k | $590K | 53 | 2024 | |
| 002 | MOTIVO GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $326K | 35 | 2024 |
Retirement plans