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Original filing (PDF)20251106124046NAL0009444865001
MOVEWORKS INC.
Form 5500
FILING_RECEIVED
MOVEWORKS INC. 401(K) PLAN
401(k) retirement plan
Active participants
374
Accounts w/ balance
466
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOVEWORKS INC..
Plan sponsor
Name
MOVEWORKS INC.
EIN
81-3024050
Address
1400 TERRA BELLA AVENUE · MOUNTAIN VIEW, CA · 94043
Phone
(408) 435-5100
Industry
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
2025-11-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBER AUDIT AND ATTEST, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $17K | — |
Investments
23 direct securities· $27.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $6.0M | 21.8% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $5.0M | 18.1% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.9M | 17.6% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $3.6M | 13.0% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $2.3M | 8.4% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.4M | 5.2% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.1M | 3.9% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual fund | — | — | — | $929K | 3.4% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $786K | 2.8% | |
| Self-Managed Brokerage Accounts Participant-directed brokerage accounts | — | — | — | $377K | 1.4% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $352K | 1.3% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $333K | 1.2% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $176K | 0.6% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $116K | 0.4% | |
| Columbia Small Cap Growth Fund Institutional 3 Class Mutual fund | — | — | — | $100K | 0.4% | |
| Gabelli U.S. Treasury Money Market Fund Class I Money market | — | — | — | $35K | 0.1% | |
| MFS International Diversification Fund Class R6 Mutual fund | — | — | — | $34K | 0.1% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual fund | — | — | — | $28K | 0.1% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $27K | <0.1% | |
| Franklin Small Cap Value Fund Class R6 Mutual fund | — | — | — | $23K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund | — | — | — | $13K | <0.1% | |
| American Funds The Bond Fund of America Class R-6 Mutual fund | — | — | — | $3K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $2K | <0.1% |
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