How big is Momentum Advisors Services LLC's plan?

Momentum Advisors Services LLC's plan reported $326K in assets and 5 participants for 2024.

Original filing (PDF)20250609113346NAL0023436224001

Momentum Advisors Services LLC

Name: Momentum Advisors Services LLC — Form 5500 (2024)
Creator: Momentum Advisors Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Momentum Advisors Services LLC held $326K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

People on this filing

Nick Rice signed Momentum Advisors Services LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Momentum Advisors Services LLC's EIN is 46-4387144.

EIN 46-4387144

Plan number 001

Plan year 2024

ACK ID 20250609113346NAL0023436224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentum Advisors Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Advisors Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOMENTUM ADVISORS SERVICES LLC.

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Plan health score

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

Vendor & structure

100

Helping the score