Back to filter
Original filing (PDF)20250926120040NAL0009377793001
MOMENTIVE PERFORMANCE MATERIALS
Form 5500
FILING_RECEIVED
MOMENTIVE TECHNOLOGIES SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
514
Accounts w/ balance
662
Plan assets (EOY)
$100.9M
Net assets (EOY)
$100.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 64% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMENTIVE PERFORMANCE MATERIALS.
Plan sponsor
Name
MOMENTIVE PERFORMANCE MATERIALS
EIN
34-1839929
Address
22557 WEST LUNN ROAD · STRONGSVILLE, OH · 44149
Phone
(440) 878-5700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $143K | — |
| OCTOBER THREE CONSULTING, LLC | — | CAROL STREAM, IL | SERVICE PROVIDER | $23K | — |
Investments
22 direct securities · 5 pooled funds· $100.9M(100% 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
$83.8M
22 holdings
Common Collective Trust
$17.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $15.0M | 14.9% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $11.3M | 11.2% | |
| HARBOR CAPITAL APPRECIATION CIT - C HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $9.1M | 9.0% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $8.6M | 8.5% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $7.9M | 7.8% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $6.2M | 6.2% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $5.2M | 5.2% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $4.8M | 4.8% | |
| Fidelity Ext Mkt Index Fund Registered Investment Company | — | — | — | $4.8M | 4.8% | |
| GG TRUST EUROPACIFIC GROWTH - FEE C GREAT GRAY TRUST COMPANY, LLC · EIN 86-1876640 / PN 675 | Common Collective Trust | — | — | $4.2M | 4.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $3.9M | 3.9% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $3.7M | 3.7% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $2.0M | 2.0% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $2.0M | 2.0% | |
| FIDELITY CIT FIAM CORE PLUS COMMING FIDELITY FUNDS · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $1.7M | 1.7% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $1.6M | 1.6% | |
| Principal SCp Growth Fd I R6 Registered Investment Company | — | — | — | $1.6M | 1.6% | |
| MFS MID CAP GROWTH FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $1.3M | 1.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $7 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $924K | 0.9% | |
| Fidelity US Sustain Index Inst Registered Investment Company | — | — | — | $731K | 0.7% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $722K | 0.7% | |
| MFS MID CAP VALUE FUND - FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $586K | 0.6% | |
| (Held at End of Year) MOMENTIVE TECHNOLOGIES SAVINGS PLAN EIN#34-1839920 Plan# 002 Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $487K | 0.5% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | — | — | — | $458K | 0.5% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec SmCp Vl Fd R6 Registered Investment Company | — | — | — | $412K | 0.4% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $19K | <0.1% |