SBDP, LLC DBA Momentum Factor 401(k) Plan

The SBDP, LLC DBA Momentum Factor 401(k) on its latest Form 5500

SBDP, LLC DBA Momentum Factor (EIN 26-1166130) reports MOMENTUM FACTOR RETIREMENT TRUST on its most recent Form 5500, with $769K in plan assets across 11 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 SBDP, LLC DBA Momentum Factor filing — schedules, fees, and providers.

Who runs the SBDP, LLC DBA Momentum Factor 401(k)?

SBDP, LLC DBA Momentum Factor’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 SBDP, LLC DBA Momentum FactorHR for the recordkeeper’s name and login.

How to check your SBDP, LLC DBA Momentum Factor 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask SBDP, LLC DBA Momentum Factor HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).