How big is Momentum Behavior Services' plan?

Momentum Behavior Services' plan reported $616K in assets and 87 participants for 2024.

Original filing (PDF)20251016101503NAL0012410786001

Momentum Behavior Services

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

Form 5500

FILING_RECEIVED

Momentum Behavior Services 401(k) Plan

401(k) retirement plan · Momentum Behavior Services' Momentum Behavior Services 401(k) Plan held $616K in plan assets for 87 participants in 2024.

Signals · 2

Possibly inadequate fidelity bond100% in single holding

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

People on this filing

Seth Franz signed Momentum Behavior Services' 2024 Form 5500 as plan administrator.

Seth Franz — 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

Momentum Behavior Services' EIN is 82-4893124.

EIN 82-4893124

Plan number 001

Plan year 2024

ACK ID 20251016101503NAL0012410786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Behavior Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MOMENTUM BEHAVIOR SERVICES

EIN

all filings

Address

1301 REDWOOD WAY · PETALUMA, CA · 94954

Phone

(217) 246-0714

Industry

Health Care & Social Assistance

Plan administrator