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Original filing (PDF)20251006091816NAL0008541234001
MOMAR INCORPORATED
Form 5500
FILING_RECEIVED
MOMAR INCORPORATED RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 2
Late filing · 0.7 moNo recordkeeper disclosed
Active participants
338
Accounts w/ balance
212
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
Plan health score
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
97
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Filed 0.7 months past the 10.5-month grace window.
- 75 bps in Schedule C fees — 157% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMAR INCORPORATED.
Plan sponsor
Name
MOMAR INCORPORATED
EIN
58-0524461
Address
1830 ELLSWORTH INDUSTRIAL DRIVE NW · ATLANTA, GA · 30318
Phone
(404) 355-4580
Industry
Manufacturingsee all
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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN AN ASCENSUS COMPANY | 82-3719843 | — | TPA | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD MOORE & MCDUFFIE PC | 58-1484212 | — | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3091545 | — | INV MANAGER | $172K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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