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

SBDP, LLC DBA Momentum Factor's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20251015020114NAL0007677490001

SBDP, LLC DBA Momentum Factor

Name: SBDP, LLC DBA Momentum Factor — Momentum Factor, Form 5500 (2024)
Creator: SBDP, LLC DBA Momentum Factor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum Factor Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · SBDP, LLC DBA Momentum Factor's Momentum Factor Defined Benefit Pension Plan and Trust held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

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

EIN 26-1166130

Plan number 002

Plan year 2024

ACK ID 20251015020114NAL0007677490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SBDP, LLC DBA Momentum Factor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SBDP, LLC DBA Momentum Factor's plan includes a defined-benefit pension formula, life insurance.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score