Back to filter
Original filing (PDF)20250611085754NAL0026919648001
MOMENTUM ENGINEERING
Form 5500-SF
FILING_RECEIVED
MOMENTUM ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
37
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMENTUM ENGINEERING.
Plan sponsor
Name
MOMENTUM ENGINEERING
EIN
37-1778100
Address
500E FRY BLVD STE M-14E · SIERRA VISTA, AZ · 85635
Phone
(520) 289-9223
Industry
Engineering 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
2025-06-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
GEDEON ENGINEERING, PC
GEDEON ENGINEERING PC 401(K) PROFIT SHARING PLAN
$4.8M · 76 participants
JB MANAGEMENT INC.
JB MANAGEMENT INC, 401(K) PLAN
$4.8M · 2 participants
GREVER & WARD, INC.
GREVER & WARD, INC. PROFIT SHARING PLAN & TRUST
$4.8M · 6 participants
20/10 ENGINEERING GROUP, LLC
20/10 ENGINEERING GROUP, LLC 401(K) PLAN
$4.8M · 18 participants
FRONTIER PERFORMANCE POLYMERS
FRONTIER PERFORMANCE POLYMERS 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 9 participants
WL PORT-LAND SYSTEMS, INC.
WL PORT-LAND SYSTEMS, INC. 401(K) SAVINGS PLAN
$4.8M · 39 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants