How big is Moxi3's plan?

Moxi3's plan reported $255K in assets and 39 participants for 2024.

Original filing (PDF)20250716064300NAL0004409552001

Moxi3

Name: Moxi3 — Moxi3 Retirement Plan, Form 5500 (2024)
Creator: Moxi3
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moxi3 Retirement Plan

401(k) retirement plan · Moxi3's Moxi3 Retirement Plan held $255K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Justin Soffa signed Moxi3's 2024 Form 5500 as plan administrator.

Justin Soffa — 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

Moxi3's EIN is 85-2336730.

EIN 85-2336730

Plan number 001

Plan year 2024

ACK ID 20250716064300NAL0004409552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moxi3 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moxi3's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MOXI3

EIN

all filings

Address

126 ROCHESTER STREET · COSTA MESA, CA · 92627

Phone

(951) 275-1420

Industry

Other Services (ex. Public Admin)

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

2025-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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