· 2022–2024 · DOL EFAST2

MOMENTUM SEARCH GROUP, LLC — MOMENTUM SEARCH GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250902115034NAL0014219937001

MOMENTUM SEARCH GROUP, LLC

Form 5500-SF

FILING_RECEIVED

MOMENTUM SEARCH GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

16

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

91

/ 100

Grade A

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

67

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMENTUM SEARCH GROUP, LLC.

Plan sponsor

Name

MOMENTUM SEARCH GROUP, LLC

EIN

27-4622273

Address

589 5TH AVENUE · SUITE 804 · NEW YORK, NY · 10017

Phone

(212) 725-1671

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

S&H CONSTRUCTION

S&H CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST

$4.3M · 40 participants

COMPLETE MOBILE DENTISTRY, INC.

COMPLETE MOBILE DENTISTRY 401(K) PLAN

$4.3M · 5 participants

PREUSSER RESEARCH GROUP, INC.

PREUSSER RESEARCH GROUP, INC. PENSION PLAN

$4.3M · 14 participants

AMERICAN MERCHANDISING SPECIALISTS, INC.

AMS RETAIL SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN

$4.3M · 147 participants

BLAZE BIOSCIENCE, INC.

BLAZE BIOSCIENCE, INC. RETIREMENT TRUST