Original filing (PDF)20251014100820NAL0003579344001

SEM INITIATIVES LLC DBA MOMENTUM EARLY LEARNING

Name: SEM INITIATIVES LLC DBA MOMENTUM EARLY LEARNING — MOMENTUM EARLY LEARNING 401(K) PLAN, Form 5500 (2024)
Creator: SEM INITIATIVES LLC DBA MOMENTUM EARLY LEARNING

Form 5500-SF

FILING_RECEIVED

MOMENTUM EARLY LEARNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEM INITIATIVES LLC DBA MOMENTUM EARLY LEARNING.

Plan sponsor

Name

SEM INITIATIVES LLC DBA MOMENTUM EARLY LEARNING

EIN

83-2730987

Address

W270 N6139 MAPLE STREET · SUSSEX, WI · 53089

Phone

(262) 777-1431

Industry

Educational Servicessee all

Plan administrator