Original filing (PDF)20251014114412NAL0002670017001

SBDP, LLC DBA MOMENTUM FACTOR

Name: SBDP, LLC DBA MOMENTUM FACTOR — MOMENTUM FACTOR RETIREMENT TRUST, Form 5500 (2024)
Creator: SBDP, LLC DBA MOMENTUM FACTOR

Form 5500-SF

FILING_RECEIVED

MOMENTUM FACTOR RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SBDP, LLC DBA MOMENTUM FACTOR.

Plan sponsor

Name

SBDP, LLC DBA MOMENTUM FACTOR

EIN

26-1166130

Address

4801 SPICEWOOD SPRINGS ROAD · SUITE 250 · AUSTIN, TX · 78759

Phone

(512) 690-2134

Industry