How big is Momentum Management, LLC's plan?

Momentum Management, LLC's plan reported $5.9M in assets and 61 participants for 2024.

Original filing (PDF)20250507123155NAL0007842547001

Momentum Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Momentum Management 401(k) Plan

401(k) retirement plan · Momentum Management, LLC's Momentum Management 401(k) Plan held $5.9M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Momentum Management, LLC's EIN is 58-1974671.

EIN 58-1974671

Plan number 002

Plan year 2024

ACK ID 20250507123155NAL0007842547001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Management, 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 MOMENTUM 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