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Original filing (PDF)20250125112103NAL0015354384001
MOXIE MANAGEMENT GROUP LLC
Form 5500-SF
FILING_RECEIVED
MOXIE MANAGEMENT GROUP 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.3 moNo auditor on file
Active participants
487
Accounts w/ balance
77
Plan assets (EOY)
$778K
Net assets (EOY)
$778K
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
51
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 2.3 months past the 10.5-month grace window.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOXIE MANAGEMENT GROUP LLC.
Plan sponsor
Name
MOXIE MANAGEMENT GROUP LLC
EIN
83-3533491
Address
2001 N MAIN ST STE 650 · WALNUT CREEK, CA · 94596
Phone
(415) 837-3771
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-25
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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