Original filing (PDF)20250729170326NAL0003695713001

Momentum Research Group 401(k)

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

Form 5500-SF

FILING_RECEIVED

Momentum Research Group 401(k) Plan

401(k) retirement plan · Momentum Research Group 401(k)'s Momentum Research Group 401(k) Plan held $6.9M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOMENTUM RESEARCH GROUP 401K.

Plan sponsor

Name

MOMENTUM RESEARCH GROUP 401K

EIN

47-5670527all filings

Address

PO BOX 152049 · AUSTIN, TX · 78715

Phone

(512) 652-2700

Industry