Back to filter
Original filing (PDF)20251003125758NAL0002329152001
MOMENTIVE TECHNOLOGIES
Form 5500
FILING_RECEIVED
MOMENTIVE TECHNOLOGIES PENSION PLAN
Defined-benefit pension plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
206
Accounts w/ balance
—
Plan assets (EOY)
$29.0M
Net assets (EOY)
$29.0M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wilmington Trust N.A. Common/collective trust fund - DB Growth Portfolio Inst" is 33% of plan.
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMENTIVE TECHNOLOGIES.
Plan sponsor
Name
MOMENTIVE TECHNOLOGIES
EIN
34-1839929
Address
22557 LUNN ROAD · STRONGSVILLE, OH · 44149
Phone
(440) 878-5841
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | — | CAROL STREAM, IL | NONE | $99K | — |
| CAPFINANCIAL PARTNERS, LLC | — | RALEIGH, NC | NONE | $40K | — |
| VOYA | 71-0294708 | — | NONE | $26K | — |
Investments
3 direct securities · 1 pooled fund· $28.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$19.2M
3 holdings
Common Collective Trust
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DB GROWTH PORTFOLIO-INSTITUTIONAL WILMINGTON TRUST N.A. · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $7.3M | $9.4M | 32.5% | |
| Voya Retirement Insurance and Annuity Company BlackRock Total Return Fund K | — | — | $9.7M | $9.4M | 32.5% | |
| Voya Retirement Insurance and Annuity Company PGIM Total Return Bond Fund R6 | — | — | $9.3M | $9.3M | 31.9% | |
| Voya Retirement Insurance and Annuity Company Investment contract - Voya Fixed Account (4450) | — | — | $502K | $496K | 1.7% |