Plan Snapshot
- Plan Sponsor: Moxie Hch Motors, LLC
- Sponsor EIN: 871146242
- Sponsor Address: 3770 CHERRY AVENUE, LONG BEACH, CA, 90807
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $7.9M | $198,600 | $590,192 |
| 2023 | 127 | $10.4M | $175,092 | $557,848 |
| 2022 | 95 | $10.2M | $150,771 | $610,287 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COLANGELO & TABER PA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,177 | $2,383 | — | — | — |
| 2023 | $4,579 | $2,387 | — | — | — |
| 2022 | $3,952 | $2,062 | $1,890 | — | — |