Original filing (PDF)20250425220937NAL0014858048100

MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC

Name: MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC — MOMENTUM PRIVATE WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MOMENTUM PRIVATE WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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

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 MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC

EIN

84-2612332all filings

Address

1900 CYPRESS CREEK RD · SUITE 100 · CEDAR PARK, TX · 78613

Phone

(512) 416-8085

Industry

Finance & Insurancesee all

Plan administrator