What public Form 5500 filings show about the Momentum Shift LLC 401(k) plan — and how to find and check your own account.
Momentum Shift LLC (EIN 46-5111801) reports MOMENTUM SHIFT LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $5.6M in plan assets across 21 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Momentum Shift LLC filing — schedules, fees, and providers.
Momentum Shift LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Momentum Shift LLCHR for the recordkeeper’s name and login.
