How big is Momentum Shift LLC's plan?

Momentum Shift LLC's plan reported $5.6M in assets and 21 participants for 2024.

Original filing (PDF)20251015130028NAL0006169920001

Momentum Shift LLC

Name: Momentum Shift LLC — Momentum Shift LLC 401(k), Form 5500 (2024)
Creator: Momentum Shift LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum Shift LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Momentum Shift LLC's Momentum Shift LLC 401(k) Profit Sharing Plan & Trust held $5.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Christopher Ruckman signed Momentum Shift LLC's 2024 Form 5500 as plan administrator.

Christopher Ruckman — 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 Shift LLC's EIN is 46-5111801.

EIN 46-5111801

Plan number 001

Plan year 2024

ACK ID 20251015130028NAL0006169920001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Shift 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 SHIFT 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