Caitlin Lanning signed Momnt Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Momnt Technologies, Inc.'s EIN is 84-2628810.
Download the official 2024 Form 5500 (PDF) for Momnt Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Momnt Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $968K | 25.9% | |
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $646K | 17.3% | |
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $558K | 14.9% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $281K | 7.5% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $247K | 6.6% | |
| ishares Core Total US Bond Market ETF | Other securities | — | — | $228K | 6.1% | |
| Vanguard Value ETF | Mutual Funds | — | — | $156K | 4.2% | |
| SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $147K | 3.9% | |
| Vanguard LongTerm Government Bond 465 Vanguard Mid-Cap Value ETF | U.S. Treasuries | — | — | $128K | 3.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF | Other securities | — | — | $114K | 3.0% | |
| Vanguard Short-Term Inflation-Protected Securities ETF 424 Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $109K | 2.9% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $90K | 2.4% | |
| ishares 0-5 Year TIPS Bond ETF | Other securities | — | — | $85K | 2.3% | |
| Goldman Sachs Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $56K | 1.5% | |
| ishares Emerging Markets USD Bond ETF | Other securities | — | — | $47K | 1.3% | |
| Invesco Emerging Markets Sovereign Debt ETF 8 iShares 0-3 Month Treasury Bond ETF 449 iShares 0-5 Year TIPS Bond ETF | U.S. Treasuries | — | — | $37K | 1.0% | |
| Goldman Sachs Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $35K | 0.9% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | Other securities | — | — | $33K | 0.9% | |
| Notes Receivable * Participant Loans Variable interest rates from 9.00% to 9.50% | Bonds / Notes | — | — | $32K | 0.9% | |
| Goldman Sachs Goldman Sachs ActiveBeta Emerging Markets Equity | Other securities | — | — | $23K | 0.6% | |
| Goldman Sachs Goldman Sachs TreasuryAccess 01 Year ETF | Other securities | — | — | $21K | 0.6% | |
| SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $20K | 0.5% | |
| JP Morgan JPMorgan Ultra-Short Income 478 SPDR S&P Kensho New Economies Composite ETF | Other securities | — | — | $15K | 0.4% | |
| Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF | Other securities | — | — | $15K | 0.4% | |
| Goldman Sachs Goldman Sachs ActiveBeta Japan Equity ETF | Other securities | — | — | $14K | 0.4% | |
| Goldman Sachs Goldman Sachs ActiveBeta US Small Cap Equity ETF | Other securities | — | — | $13K | 0.3% | |
| Goldman Sachs Goldman Sachs Access U.S. Aggregate Bond ETF | Other securities | — | — | $12K | 0.3% | |
| Vanguard LongTerm Government Bond | U.S. Treasuries | — | — | $8K | 0.2% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF 433 Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $8K | 0.2% | |
| ishares Fallen Angels USD Bond ETF | Other securities | — | — | $6K | 0.2% | |
| iShares Short-Term Treasury Bond ETF | U.S. Treasuries | — | — | $5K | 0.1% | |
| ishares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF | Other securities | — | — | $5K | 0.1% | |
| Goldman Sachs Goldman Sachs Access Inflation Protected USD Bond ETF 506 Goldman Sachs Goldman Sachs Access Investment Grade Corporate Bond ETF | Other securities | — | — | $4K | 0.1% | |
| ishares Broad USD High Yield Corporate Bond ETF | Other securities | — | — | $4K | 0.1% | |
| Vanguard Dividend Appreciation ETF | Mutual Funds | — | — | $4K | 0.1% | |
| JP Morgan JPMorgan Ultra-Short Income | Other securities | — | — | $4K | 0.1% | |
| iShares Floating Rate Bond ETF | Bonds / Notes | — | — | $4K | <0.1% | |
| ishares Short-Term Treasury Bond ETF 824 ishares Treasury Floating Rate Bond ETF | U.S. Treasuries | — | — | $4K | <0.1% | |
| Goldman Sachs Goldman Sachs Access Emerging Markets USD Bond ETF | Other securities | — | — | $3K | <0.1% | |
| ishares 1-3 Year Treasury Bond ETF | U.S. Treasuries | — | — | $3K | <0.1% | |
| ishares 0-5 Year High Yield Corporate Bond ETF | Other securities | — | — | $2K | <0.1% | |
| ishares 10+ Year Investment Grade Corporate Bond ETF | Other securities | — | — | $2K | <0.1% | |
| ishares High Yield Systematic Bond ETF | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Goldman Sachs Access High Yield Corporate Bond ETF 394 Goldman Sachs Goldman Sachs Access Inflation Protected USD Bond ETF | Other securities | — | — | $2K | <0.1% | |
| ishares J.P. Morgan EM High Yield Bond ETF | Other securities | — | — | $2K | <0.1% | |
| ishares 20 Year Treasury Bond | U.S. Treasuries | — | — | $2K | <0.1% | |
| iShares Treasury Floating Rate Bond ETF | Bonds / Notes | — | — | $1K | <0.1% | |
| ishares Flexible Income Active ETF 410 ishares Floating Rate Bond ETF | Bonds / Notes | — | — | $1K | <0.1% | |
| iShares MBS | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
