How big is Momentum Wealth Partners' plan?

Momentum Wealth Partners' plan reported $872K in assets and 16 participants for 2024.

Original filing (PDF)20250603143655NAL0007289683001

Momentum Wealth Partners

Name: Momentum Wealth Partners — Momentum Wealth Partners, Form 5500 (2024)
Creator: Momentum Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Momentum Wealth Partners 401(k) Plan

401(k) retirement plan · Momentum Wealth Partners' Momentum Wealth Partners 401(k) Plan held $872K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

People on this filing

Anthony Warren signed Momentum Wealth Partners' 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Momentum Wealth Partners' EIN is 88-4155935.

EIN 88-4155935

Plan number 001

Plan year 2024

ACK ID 20250603143655NAL0007289683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentum Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOMENTUM WEALTH PARTNERS.

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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