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Original filing (PDF)20251014164144NAL0003431921001
MOVEON.ORG
Form 5500
FILING_RECEIVED
MOVEON.ORG CIVIC ACTION 401(K) PROFIT SHARING AND TRUST
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
72
Accounts w/ balance
139
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Century American Century Strat Allc: Agrsv R6 N/A" is 25% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOVEON.ORG.
Plan sponsor
Name
MOVEON.ORG
EIN
06-1553389
Address
9450 SW GEMINI DRIVE, # 57224 · BEAVERTON, OR · 97008
Phone
(347) 628-2839
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBURG & FREEDMAN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $797 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $22K | — |
Investments
33 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century American Century Strat Allc: Agrsv R6 N/A | — | — | — | $2.4M | 25.1% | |
| Vanguard 500 Index Admiral N/A | — | — | — | $2.2M | 23.1% | |
| American Funds American Funds 2060 Trgt Date Retire R6 N/A | — | — | — | $560K | 5.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 N/A | — | — | — | $504K | 5.3% | |
| Vanguard Mid-Cap Value Index Admiral N/A | — | — | — | $467K | 4.9% | |
| Vanguard Small Cap Index Adm N/A | — | — | — | $401K | 4.2% | |
| Parnassus Core Equity Institutional N/A | — | — | — | $327K | 3.4% | |
| American Funds American Funds 2050 Trgt Date Retire R6 N/A | — | — | — | $326K | 3.4% | |
| American Funds American Funds 2055 Trgt Date Retire R6 N/A | — | — | — | $282K | 3.0% | |
| American Funds American Funds New Perspective R6 N/A | — | — | — | $266K | 2.8% | |
| MFS Investment Management MFS International Growth Fund Class R6 N/A | — | — | — | $247K | 2.6% | |
| JP Morgan JPMorgan Mid Cap Equity Fund N/A | — | — | — | $199K | 2.1% | |
| Blackrock Mid-Cap Growth Equity K N/A | — | — | — | $168K | 1.8% | |
| John Hancock John Hancock Bond Fund N/A | — | — | — | $148K | 1.5% | |
| Vanguard Wellesley Income Admiral N/A | — | — | — | $141K | 1.5% | |
| Dimensional Fund Advisors DFA Investment Grade I N/A | — | — | — | $133K | 1.4% | |
| Vanguard Equity-Income Adm N/A | — | — | — | $97K | 1.0% | |
| Empower Annuity Insurance EI Fixed Account - Series Class I N/A | — | — | — | $97K | 1.0% | |
| Vanguard FTSE Social Index Admiral N/A | — | — | — | $91K | 1.0% | |
| JP Morgan JPMorgan Large Cap Growth Fund N/A | — | — | — | $81K | 0.9% | |
| Vanguard Small Cap Value Index Admiral N/A | — | — | — | $56K | 0.6% | |
| Trillium ESG Global Equity Fund Retail N/A | — | — | — | $55K | 0.6% | |
| Impax International Sust Econ Instl N/A | — | — | — | $47K | 0.5% | |
| American Funds American Funds 2035 Trgt Date Retire R6 N/A | — | — | — | $45K | 0.5% | |
| Notes Receivable from Participants Interest rates ranging from 8.75% to 9.50% -0- | — | — | — | $43K | 0.5% | |
| Dimensional Fund Advisors DFA International Small Cap Growth N/A | — | — | — | $36K | 0.4% | |
| American Funds American Funds 2040 Trgt Date Retire R6 N/A | — | — | — | $33K | 0.3% | |
| Dimensional Fund Advisors DFA Inflation-Protected Securities I N/A | — | — | — | $25K | 0.3% | |
| American Funds American Funds 2065 Trgt Date Retire R6 N/A | — | — | — | $21K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral N/A | — | — | — | $20K | 0.2% | |
| Allspring Special Mid Cap Value Inst N/A | — | — | — | $15K | 0.2% | |
| Pioneer Classic Balanced Esg Y N/A | — | — | — | $5K | <0.1% | |
| American Funds American Funds American High-Inc R6 N/A | — | — | — | $5K | <0.1% |
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