ANN KRUG signed Momentumone, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Momentumone, LLC's EIN is 87-4006582.
Download the official 2024 Form 5500 (PDF) for Momentumone, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Momentumone, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXIOM INVESTMENT MANAGEMENT | 20-5412674 | — | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $141K | — |
| BANK OF NEW YORK MELLON |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| United States Treasury U.S. Treasury Bills | U.S. Treasuries | — | $3.2M | $3.2M | 63.4% | |
| Barrick Gold Corporation Common Stock | Common Stocks | — | $239K | $254K | 5.0% | |
| Union Pacific Corporation Common Stock | Common Stocks | — | $173K | $177K | 3.5% | |
| Fidelity Investments Government Money Market | Mutual Funds | — | $161K | $161K | 3.1% | |
| Blackstone Inc. Common Stock | Common Stocks | — | $175K | $147K | 2.9% | |
| Global X FDS Global X Copper ETF Common Stock | Common Stocks | — | $145K | $137K | 2.7% | |
| Citigroup Inc Common Stock | Common Stocks | — | $53K | $71K | 1.4% | |
| Invesco QQQ TR Unit Common Stock | Mutual Funds | — | $72K | $70K | 1.4% | |
| Micron Technology Inc Common Stock | Common Stocks | — | $85K | $70K | 1.4% | |
| Enterprise Products Partners LP Common Stock | Common Stocks | — | $56K | $68K | 1.3% | |
| Tesla Inc. Common Stock | Common Stocks | — | $53K | $52K | 1.0% | |
| Verizon Communications Common Stock | Common Stocks | — | $37K | $45K | 0.9% | |
| Pfizer Incorporated Common Stock | Common Stocks | — | $56K | $44K | 0.9% | |
| Vaneck Vectors Gold Miners ETF | Other securities | — | $32K | $41K | 0.8% | |
| Antero Midstream Corporation Common Stock | Common Stocks | — | $15K | $36K | 0.7% | |
| Coupang Inc. Common Stock | Common Stocks | — | $27K | $27K | 0.5% | |
| MAG Silver Corp. Common Stock | Common Stocks | — | $25K | $23K | 0.4% | |
| Bank Of America Corporation Common Stock | Common Stocks | — | $17K | $21K | 0.4% | |
| Cisco Systems Inc. Common Stock | Common Stocks | — | $19K | $19K | 0.4% | |
| Alliance Resource Partners LP Common Stock | Common Stocks | — | $11K | $14K | 0.3% | |
| Viatris Inc Common Stock | Common Stocks | — | $19K | $13K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| NONE |
| $25K |
| — |
| HILLTOP SECURITIES INC. | — | DALLAS, TX | NONE | $17K | — |
