Heather Dromgoole signed Momentum Telecom, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Momentum Telecom, Inc.'s EIN is 63-1248402.
Download the official 2024 Form 5500 (PDF) for Momentum Telecom, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Momentum Telecom, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 INV | Mutual Funds | — | — | $6.5M | 16.2% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | — | $4.8M | 12.0% | |
| Vanguard Target Retirement 2035 INV | Mutual Funds | — | — | $3.9M | 9.6% | |
| NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.5M | 8.7% | |
| Vanguard Target Retirement 2030 INV | Mutual Funds | — | — | $3.3M | 8.1% | |
| Vanguard Target Retirement 2025 INV | Mutual Funds | — | — | $3.0M | 7.4% | |
| Vanguard Target Retirement 2050 INV | Mutual Funds | — | — | $2.9M | 7.1% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.0% | |
| Empower Annuity Empower Select Guaranteed Fund | Other securities | — | — | $1.4M | 3.4% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | — | $1.2M | 3.0% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | — | $812K | 2.0% | |
| Participants 4.25% to 9.50%; maturing through 2047 | Bonds / Notes | — | — | $718K | 1.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $717K | $718K | 1.8% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $698K | 1.7% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $422K | 1.0% | |
| AllSpring Special Small Cap Value R6 | Other securities | — | — | $405K | 1.0% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $399K | 1.0% | |
| Vanguard Target Retirement 2020 INV | Mutual Funds | — | — | $379K | 0.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $327K | 0.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $251K | 0.6% | |
| Principal SmallCap Growth R6 | Other securities | — | — | $221K | 0.5% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $144K | 0.4% | |
| Vanguard Target Retirement 2065 INV | Mutual Funds | — | — | $135K | 0.3% | |
| Vanguard Target Retirement INCOME INV | Mutual Funds | — | — | $117K | 0.3% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $83K | 0.2% | |
| MODERATE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $78K | 0.2% | |
| GROWTH (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $42K | 0.1% | |
| Vanguard Target Retirement 2070 INV | Mutual Funds | — | — | $8K | <0.1% | |
| CONSERVATIVE (MAP) FREEDOM 401K CLA GREAT GRAY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $942 | <0.1% | |
| INCOME (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | — | CHICAGO, IL | AUDITOR | $24K | — |
