How big is Moxie Management Group LLC's plan?

Moxie Management Group LLC's plan reported $778K in assets and 487 participants for 2023.

Original filing (PDF)20250125112103NAL0015354384001

Moxie Management Group LLC

Name: Moxie Management Group LLC — Moxie Management Group, Form 5500 (2023)
Creator: Moxie Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moxie Management Group 401(k) Plan

401(k) retirement plan · Moxie Management Group LLC's Moxie Management Group 401(k) Plan held $778K in plan assets for 487 participants in 2023.

Signals · 2

Late filing · 2.3 moNo auditor on file

Active participants

487

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

People on this filing

Jennifer Cornick signed Moxie Management Group LLC's 2023 Form 5500 as plan administrator.

Jennifer Cornick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moxie Management Group LLC's EIN is 83-3533491.

EIN 83-3533491

Plan number 001

Plan year 2023

ACK ID 20250125112103NAL0015354384001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Moxie Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Moxie Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOXIE MANAGEMENT GROUP LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 2.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score