How big is Momentum3, LLC's plan?

Momentum3, LLC's plan reported $3.0M in assets and 56 participants for 2024.

Original filing (PDF)20250428101715NAL0007972611002

Momentum3, LLC

Name: Momentum3, LLC — Momentum3, LLC 401(k) Plan, Form 5500 (2024)
Creator: Momentum3, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum3, LLC 401(k) Plan

401(k) retirement plan · Momentum3, LLC's Momentum3, LLC 401(k) Plan held $3.0M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

WES Buxton signed Momentum3, LLC's 2024 Form 5500 as plan administrator.

WES Buxton — 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

Momentum3, LLC's EIN is 46-5751594.

EIN 46-5751594

Plan number 001

Plan year 2024

ACK ID 20250428101715NAL0007972611002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentum3, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum3, 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 MOMENTUM3, LLC.

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Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MOMENTUM3, LLC

EIN

all filings

Address

5314 S. YALE AVE., SUITE 420 · TULSA, OK · 74135

Phone

(888) 543-5531

Industry

Professional & Technical Services

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

2025-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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