How big is Momar Incorporated's plan?

Momar Incorporated's plan reported $29.3M in assets and 338 participants for 2023.

Original filing (PDF)20251006091816NAL0008541234001

Momar Incorporated

Name: Momar Incorporated — Momar Incorporated Retirement, Form 5500 (2023)
Creator: Momar Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Momar Incorporated Retirement Plan and Trust

401(k) retirement plan · Momar Incorporated's Momar Incorporated Retirement Plan and Trust held $29.3M in plan assets for 338 participants in 2023, with Ascensus as recordkeeper.

Signals · 2

Late filing · 0.7 mo55% employer stock

Active participants

338

Accounts w/ balance

212

Plan assets (EOY)

$29.3M

Net assets (EOY)

$29.3M

People on this filing

Tammy Fravel signed Momar Incorporated's 2023 Form 5500 as plan administrator.

Tammy Fravel — 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

Momar Incorporated's EIN is 58-0524461.

EIN 58-0524461

Plan number 002

Plan year 2023

ACK ID 20251006091816NAL0008541234001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Momar Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Momar Incorporated's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOMAR INCORPORATED.

Finding similar companies…

How this plan invests

This plan

83 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 0.7 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (9th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

MOMAR INCORPORATED

EIN

all filings

Address

1830 ELLSWORTH INDUSTRIAL DRIVE NW · ATLANTA, GA · 30318

Phone

(404) 355-4580

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HOWARD MOORE & MCDUFFIE PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTUREPLAN AN ASCENSUS COMPANY	82-3719843	—	TPA	$29K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCKEFELLER CAPITAL MANAGEMENT	82-3091545	—	INV MANAGER	$172K	—

Accountant / Auditor

Investments

83 direct securities· $27.8M(95% of reported assets)

Common Stocks

$15.2M

54 holdings

Other securities

$6.0M

12 holdings

U.S. Treasuries

$2.4M

6 holdings

Cash / Money Market

$1.3M

1 holding

Bonds / Notes

$952K

5 holdings

Common Collective Trusts

$798K

2 holdings

Mutual Funds

$753K

1 holding

Corporate Bonds

$439K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$2.9M Neuberger Berman$1.4M JPMorgan$644K Vanguard$554K Wells Fargo / Allspring$340K State Street / SPDR$192K

Related plans

Other plans using Rockefeller Capital Management

Metropolitan Hospital D.B.a University of Michigan Health West

University of Michigan Health - West 403(b) Retirement Savings Plan

$232.7M · 3,376 participants

Emergency Technology, Inc.

Emergency Technology, Inc. 401(k) and Employee Stock Ownership Plan

$79.2M · 444 participants

Sonterra Medical Management Group, Inc.

Sonterra Medical Management Group Profit Sharing 401(k) Plan

$59.5M · 486 participants

Progressive AE, Inc.

Progressive AE Flexible Compensation Plan

$54.2M · 272 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
HOWARD MOORE & MCDUFFIE PC	58-1484212	—	AUDITOR	$18K	—

					% of plan
Neuberger Berman Long Short Fund 76,896.75 shares	Other securities	—	$1.2M	$1.4M	4.8%
Bank Deposit Sweep Program Money market	Cash / Money Market	—	$1.3M	$1.3M	4.4%
iShares MSCI EAFE ETF 16,000.00 shares	Other securities	—	$1.1M	$1.3M	4.3%
Microsoft Corp. 3,000 shares	Common Stocks	—	$128K	$1.2M	4.2%
Intrepid Income Fund 129,610.63 shares	Other securities	—	$1.2M	$1.2M	4.0%
Alphabet, Inc. 6,700 shares	Common Stocks	—	$170K	$1.2M	3.9%
Amazon.com, Inc. 4,500 shares	Common Stocks	—	$168K	$839K	2.9%
Blackrock Event Driven Equity Fund 74,139.05 shares	Mutual Funds	—	$691K	$753K	2.6%
Caterpillar, Inc. 1,925 shares	Common Stocks	—	$423K	$724K	2.5%
Visa, Inc. 2,400 shares	Common Stocks	—	$457K	$696K	2.4%
US Treasury Note 0.375%, 7/15/25 500,000 units	U.S. Treasuries	—	$666K	$655K	2.2%
JPMorgan Chase & Co. 2,900 shares	Common Stocks	—	$316K	$644K	2.2%
Vanguard International Equity Index Fund 11,900.00 shares	Common Collective Trusts	—	$509K	$554K	1.9%
Palo Alto Networks, Inc. 1,450 shares	Common Stocks	—	$85K	$522K	1.8%
Exxon Mobil Corp. 4,205 shares	Common Stocks	—	$423K	$491K	1.7%
Blackstone, Inc. 2,900 shares	Common Stocks	—	$333K	$486K	1.7%
US Treasury Bond 0.000%, 8/15/25 500,000 units	U.S. Treasuries	—	$487K	$485K	1.7%
maturing through 2036 -	Other securities	—	—	$482K	1.6%
EOG Resources, Inc. 3,850 shares	Common Stocks	—	$454K	$470K	1.6%
Corporate Common Stock Abbvie, Inc. 2,300 shares	Common Stocks	—	$226K	$469K	1.6%
iShares Trust 20 Year Bond ETF 4,500.00 shares	Other securities	—	$432K	$416K	1.4%
US Treasury Bond 2.375%, 1/15/27 250,000 units	U.S. Treasuries	—	$404K	$394K	1.3%
Costco Wholesale Corp. 450 shares	Common Stocks	—	$114K	$393K	1.3%
Peabody Energy Corp. 14,000 shares	Common Stocks	—	$327K	$368K	1.3%
Parker-Hannifin Corp. 575 shares	Common Stocks	—	$178K	$365K	1.2%
Preferred Wells Fargo & Co. 7.1%, 275 shares	Corporate Bonds	—	$339K	$340K	1.2%
Deere & Co. 755 shares	Common Stocks	—	$295K	$306K	1.0%
Rockefeller US Small Cap Core 26,954.18 shares	Other securities	—	$300K	$305K	1.0%
US Treasury Note 0.875%, 1/15/29 250,000 units	U.S. Treasuries	—	$321K	$300K	1.0%
Nextera Energy, Inc. 3,525 shares	Common Stocks	—	$102K	$279K	1.0%
Dover Corp. 1,425 shares	Common Stocks	—	$205K	$270K	0.9%
Digital Realty Trust, Inc. 1,500 shares	Common Stocks	—	$192K	$267K	0.9%
US Treasury Bond 1.000%, 2/15/46 250,000 units	U.S. Treasuries	—	$350K	$264K	0.9%
iShares Trust Pfd and Income Sec 8,000.00 shares	Other securities	—	$243K	$263K	0.9%
Government Bonds US Treasury Note 4.500%, 2/15/36 250,000 units	U.S. Treasuries	—	$269K	$256K	0.9%
Medtronic PLC 2,855 shares	Common Stocks	—	$232K	$255K	0.9%
Wal-Mart, Inc. 3,000 shares	Common Stocks	—	$164K	$246K	0.8%
iShares Russell 2000 ETF 1,120.00 shares	Common Collective Trusts	—	$190K	$244K	0.8%
Eli Lilly & Co. 285 shares	Common Stocks	—	$163K	$236K	0.8%
Analog Devices, Inc. 1,045 shares	Common Stocks	—	$176K	$233K	0.8%
Occidental Pete Corp. 6.625% 9/1/2030 200,000 units	Bonds / Notes	—	$204K	$210K	0.7%
Carrier Global Corporation 2,855 shares	Common Stocks	—	$55K	$208K	0.7%
Marsh & McLennan Companies, Inc. 950 shares	Common Stocks	—	$64K	$207K	0.7%
Royalty Pharma PLC 2.15% 9/2/2031 250,000 units	Bonds / Notes	—	$198K	$206K	0.7%
Rockwell Automation, Inc. 760 shares	Common Stocks	—	$216K	$203K	0.7%
Broadcom, Inc. 1,150 shares	Common Stocks	—	$96K	$195K	0.7%
Freeport McMoran Inc. 4.625% 8/1/2030 200,000 units	Bonds / Notes	—	$183K	$195K	0.7%
CSX Corp. 5,715 shares	Common Stocks	—	$171K	$192K	0.7%
Duke Energy Corp. 4.50% 8/15/2032 200,000 units	Bonds / Notes	—	$183K	$192K	0.7%
SPDR Bloomberg Convertible Securities 2,500.00 shares	Other securities	—	$165K	$192K	0.7%

1–50 of 83

1 / 2