Momentum Textiles, LLC's EIN is 33-0580411.
Download the official 2024 Form 5500 (PDF) for Momentum Textiles, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Momentum Textiles, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL | — | IRVINE, CA | INVESTMENT ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $8.8M | 17.6% | |
| GOLDMAN SV COL TR PREM SER 1 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $7.0M | 14.1% | |
| American EuroPacific Growth R6 Mutual fund | Other securities | — | — | $4.7M | 9.5% | |
| Vanguard Dev Mrkts Index Adm Mutual fund | Mutual Funds | — | — | $4.3M | 8.6% | |
| PGIM Total Return Bond Z Mutual fund | Other securities | — | — | $4.1M | 8.2% | |
| JP Morgan Large Growth R6 Mutual fund | Other securities | — | — | $4.0M | 7.9% | |
| MFS Value Fund (R6) Mutual fund | Mutual Funds | — | — | $3.1M | 6.3% | |
| Principal Div Real Asset I Mutual fund | Other securities | — | — | $2.9M | 5.7% | |
| Vanguard Total Bd Mrkt Ind Adm Mutual fund | Mutual Funds | — | — | $2.5M | 5.0% | |
| DFA US Targeted Value Prt I Mutual fund | Mutual Funds | — | — | $1.8M | 3.6% | |
| Victory Syca Est Value R6 Mutual fund | Other securities | — | — | $1.7M | 3.4% | |
| MassMutual Mid Cap Growth II CI I Mutual fund | Other securities | — | — | $1.3M | 2.5% | |
| Janus Henderson Triton I Mutual fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| Principal Small Cap S&P 600 Inst I Mutual fund | Other securities | — | — | $712K | 1.4% | |
| Principal Mid Cap S&P 400 Inst Mutual fund | Other securities | — | — | $608K | 1.2% | |
| American Balanced Fund R6 Mutual fund | Other securities | — | — | $595K | 1.2% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $345K | 0.7% | |
| American New Perspective R6 Mutual fund | Other securities | — | — | $151K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFITS UNLIMITED, INC. | 33-0499726 | — | TPA | $28K | — |
