Plan Ledger DOL Form 5500 · updated monthly

Moveon.Org Civic Action401(k)

MOVEON.ORG CIVIC ACTION 401(K) PROFIT SHARING AND TRUST · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Moveon.Org Civic Action reported $22,534 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,206 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.18% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,584th of 9,483), and 8,131st of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 81 to 72 since 2022.

Plan summary
Net assets, end of year$9,548,782
Participants with balances139
Active participants72
Employer contributions$446,796
Employee contributions$772,412
Employer contribution per active participant$6,206
Average account balance$68,696
Benefits paid to participants$1,213,913
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN ROSENBURG & FREEDMAN PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 139 accts · $447K emplr
2023$8.2M · 128 accts · $691K emplr
2022$6.3M · 137 accts · $480K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$797
Investment management$21,737
Total administrative$22,534
The Moveon.Org Civic Action 401(k) match · 2024
Employer contribution per active participant$6,206
Median for plans this size$1,313
2024$6,206 per active participant
2023$8,220 per active participant
2022$5,929 per active participant

Moveon.Org Civic Action's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$21,737

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$22,534 · 0.25%
2023$18,183 · 0.25%
2022$12,228 · 0.18%
Similar plansProfessional & Technical Services · California
Trove Recommerce, Inc. CA$9.6M · 0.53%
Eos Unified Solutions Inc CA$9.5M · 1.24%
Captivateiq, Inc. CA$9.5M · 0.13%
Zenleads Inc. CA$9.5M · 0.10%
El Clasificado CA$9.5M · 0.67%
Citrine Informatics, Inc. CA$9.5M · 0.02%
Child Start, Inc. CA$9.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061553389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.