Original filing (PDF)20251015113648NAL0002335971001

MOMENTA, INC.

Name: MOMENTA, INC. — 401K MADE EASY POOLED EMPLOYER PLAN, Form 5500 (2024)
Creator: MOMENTA, INC.

Form 5500

FILING_RECEIVED

401K MADE EASY POOLED EMPLOYER PLAN

401(k) retirement plan

Active participants

400

Accounts w/ balance

357

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOMENTA, INC..

Plan sponsor

Name

MOMENTA, INC.

EIN

85-4166502

Address

5201 GREAT AMERICA PKWY · SUITE455 · SANTA CLARA, CA · 95054

Phone

(888) 865-7262

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2W · Pooled employer plan (PEP)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

TEMPLETON & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	RECORDKEEPER	$18K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MOMENTA INC	85-4166502	SANTA CLARA, CA	TPA	$3K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	—	SAN DIEGO, CA	SERVICE PROVIDER	$8K	—
OSAIC WEALTH INC	—	LOS ANGELES, CA	SERVICE PROVIDER	$468	—

Investments

42 direct securities · 1 pooled fund· $18.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$12.9M

42 holdings

Pooled Separate Account

$5.5M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 702	Pooled Separate Account	—	—	$5.5M	42.4%
Lincoln YourPath Passive 2045 Mod	—	—	—	$2.0M	15.7%
Lincoln YourPath Passive 2050 Mod	—	—	—	$1.8M	14.1%
Lincoln YourPath Passive 2030 Mod	—	—	—	$1.7M	13.3%
Lincoln YourPath Passive 2035 Mod	—	—	—	$1.3M	10.3%
Lincoln YourPath Passive 2055 Mod	—	—	—	$985K	7.6%
Lincoln Fidelity 500 Index Fund	—	—	—	$848K	6.5%
Lincoln YourPath Passive 2040 Mod	—	—	—	$775K	6.0%
Lincoln YourPath Passive 2025 Mod	—	—	—	$762K	5.9%
Lincoln YourPath Passive 2060 Mod	—	—	—	$469K	3.6%
Lincoln YourPath Passive 2050 Agg	—	—	—	$322K	2.5%
Lincoln YourPath Passive 2045 Agg	—	—	—	$251K	1.9%
Notes receivable from participants -	—	—	—	$231K	1.8%
Lincoln YourPath Passive 2065 Mod	—	—	—	$190K	1.5%
Lincoln YourPath Passive 2035 Agg	—	—	—	$122K	0.9%
Lincoln YourPath Passive 2030 Con	—	—	—	$110K	0.8%
Lincoln YourPath Passive 2050 Con	—	—	—	$105K	0.8%
Lincoln YourPath Passive 2040 Agg	—	—	—	$79K	0.6%
Lincoln YourPath Passive 2065 Agg	—	—	—	$77K	0.6%
Lincoln YourPath Passive 2025 Agg	—	—	—	$73K	0.6%
Lincoln Vanguard Value Index Adml	—	—	—	$72K	0.6%
Lincoln SS Rsl Lrg Cap Grw NL	—	—	—	$49K	0.4%
Lincoln MFS International Equity	—	—	—	$38K	0.3%
Lincoln YourPath Passive 2060 Agg	—	—	—	$35K	0.3%
Lincoln YourPath Passive 2020 Mod	—	—	—	$35K	0.3%
Lincoln YourPath Passive 2055 Agg	—	—	—	$35K	0.3%
Lincoln VG Emgng Mkt Stk Admrl	—	—	—	$28K	0.2%
Lincoln Vanguard Sm Cap Grwth Ind	—	—	—	$27K	0.2%
Lincoln AmerFunds Perspective	—	—	—	$27K	0.2%
Lincoln VG Mid Cap Val Idx Admrl	—	—	—	$25K	0.2%
Lincoln Vanguard Sm Cap Value Ind	—	—	—	$25K	0.2%
Lincoln YourPath Passive 2010 Mod	—	—	—	$24K	0.2%
Lincoln VG Mid Cap Grw Idx Admrl	—	—	—	$21K	0.2%
Lincoln PIMCO Inc Fund Instl	—	—	—	$15K	0.1%
Lincoln BlackRock HY Portfolio	—	—	—	$11K	<0.1%
Lincoln AmerFunds AmerBal	—	—	—	$11K	<0.1%
Lincoln National Life	—	—	—	$8K	<0.1%
Lincoln VG Dev Markets Idx Admrl	—	—	—	$7K	<0.1%
Lincoln BNY Mellon Bond Mrkt Idx	—	—	—	$6K	<0.1%
Lincoln PIMCO CmdtyRlRetrn Strat	—	—	—	$6K	<0.1%
Lincoln VG REI Fund Admiral Shrs	—	—	—	$5K	<0.1%
Lincoln VG Inflation Protectd Sec	—	—	—	$4K	<0.1%
Lincoln Nuveen LRCapResEq R6 Cl	—	—	—	$3K	<0.1%