Jeffrey Fraser signed Momentum Manufacturing Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Momentum Manufacturing Group's EIN is 82-3027983.
Download the official 2024 Form 5500 (PDF) for Momentum Manufacturing Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Momentum Manufacturing Group'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.7M | 21.7% | |
| AMERICAN FUNDS CAP INC BLDR R6 58 REGISTERED INVESTMENT COMPANY AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4.0M | 18.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 12.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 8.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 6.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 5.8% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $967K | 4.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $779K | 3.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $681K | 3.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $669K | 3.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $582K | 2.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $361K | 1.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $301K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $194K | 0.9% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $110K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $85K | 0.4% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $79K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $75K | 0.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $71K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $58K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $58K | 0.3% | |
| AB DISCOVERY GROWTH Z | Registered Investment Companies | — | — | $52K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $50K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $37K | 0.2% | |
| FIDELITY TOTAL BOND FUND | Registered Investment Companies | — | — | $30K | 0.1% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $26K | 0.1% | |
| JPM SHORT DUR CORE PLUS R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $19K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $28K |
| — |
