How big is Momentous Wealth Management, Inc.'s plan?

Momentous Wealth Management, Inc.'s plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20250509135010NAL0021552416001

Momentous Wealth Management, Inc.

Name: Momentous Wealth Management, Inc. — Momentous Wealth, Form 5500 (2024)
Creator: Momentous Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentous Wealth 401(k) Plan

401(k) retirement plan · Momentous Wealth Management, Inc.'s Momentous Wealth 401(k) Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Momentous Wealth Management, Inc.'s EIN is 20-1915676.

EIN 20-1915676

Plan number 002

Plan year 2024

ACK ID 20250509135010NAL0021552416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentous Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentous Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOMENTOUS WEALTH MANAGEMENT, INC..

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Plan health score

Top-tier plan health

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