How big is Momentum Wealth Management LLC's plan?

Momentum Wealth Management LLC's plan reported $22K in assets and 2 participants for 2024.

Original filing (PDF)20251009160715NAL0003743523001

Momentum Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Momentum Wealth Management LLC 401(k) Plan

401(k) retirement plan · Momentum Wealth Management LLC's Momentum Wealth Management LLC 401(k) Plan held $22K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Richard Tatum signed Momentum Wealth Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Wealth Management LLC's EIN is 47-1897115.

EIN 47-1897115

Plan number 001

Plan year 2024

ACK ID 20251009160715NAL0003743523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH MANAGEMENT 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