How big is SBDP, LLC DBA Momentum Factor's plan?

SBDP, LLC DBA Momentum Factor's plan reported $769K in assets and 11 participants for 2025.

Original filing (PDF)20260512115205NAL0013566002001

SBDP, LLC DBA Momentum Factor

Name: SBDP, LLC DBA Momentum Factor — Momentum Factor, Form 5500 (2025)
Creator: SBDP, LLC DBA Momentum Factor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum Factor Retirement Trust

401(k) retirement plan · SBDP, LLC DBA Momentum Factor's Momentum Factor Retirement Trust held $769K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

Plan identifiers

SBDP, LLC DBA Momentum Factor's EIN is 26-1166130.

EIN 26-1166130

Plan number 001

Plan year 2025

ACK ID 20260512115205NAL0013566002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SBDP, LLC DBA Momentum Factor from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SBDP, LLC DBA Momentum Factor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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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

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 (86th percentile).

Plan sponsor

Name

SBDP, LLC DBA MOMENTUM FACTOR

EIN

all filings

Address

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

Phone

(512) 690-2134

Industry

Professional & Technical Services

Plan administrator