Original filing (PDF)20250911200726NAL0000420035001

MOMENTUM FOR HEALTH

Name: MOMENTUM FOR HEALTH — MOMENTUM FOR HEALTH 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: MOMENTUM FOR HEALTH

Form 5500

FILING_RECEIVED

MOMENTUM FOR HEALTH 403B RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

517

Accounts w/ balance

640

Plan assets (EOY)

$47.3M

Net assets (EOY)

$47.3M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Decision-maker contacts

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

Plan sponsor

Name

MOMENTUM FOR HEALTH

EIN

94-1496052

Address

1922 THE ALAMEDA · SAN JOSE, CA · 95126

Phone

(669) 319-2157

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$139K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$76K	—

Investments

35 direct securities· $47.3M(100% of reported assets)

					% of plan
T. Rowe Price Retirement 2050 Fund Registered Investment Company	Other securities	—	—	$6.3M	13.4%
Vanguard 500 Index Fund Admiral Shares Registered Investment Company	Other securities	—	—	$5.3M	11.1%
T. Rowe Price Retirement 2040 Fund Registered Investment Company	Other securities	—	—	$3.6M	7.7%
Empower Guaranteed Income Fund Guaranteed Income Fund w	Other securities	—	—	$3.3M	6.9%
T. Rowe Price Retirement 2030 Fund Registered Investment Company	Other securities	—	—	$3.0M	6.3%
T. Rowe Price Retirement 2045 Fund Registered Investment Company	Other securities	—	—	$2.9M	6.1%
T. Rowe Price Retirement 2055 Fund Registered Investment Company	Other securities	—	—	$2.7M	5.7%
T. Rowe Price Retirement 2035 Fund Registered Investment Company	Other securities	—	—	$2.7M	5.7%
T. Rowe Price Retirement 2020 Fund Registered Investment Company	Other securities	—	—	$2.1M	4.5%
T. Rowe Price Retirement 2010 Fund Registered Investment Company	Other securities	—	—	$1.8M	3.8%
JPMorgan Large Cap Growth Fund R6 Registered Investment Company	Other securities	—	—	$1.6M	3.5%
T. Rowe Price Retirement 2015 Fund Registered Investment Company	Other securities	—	—	$1.4M	2.9%
T. Rowe Price Retirement 2060 Fund Registered Investment Company	Other securities	—	—	$1.3M	2.8%
JPMorgan Equity Income Fund Class R6 Registered Investment Company	Other securities	—	—	$1.2M	2.6%
T. Rowe Price Retirement 2025 Fund Registered Investment Company	Other securities	—	—	$1.1M	2.4%
maturities through December 2029 -	Other securities	—	—	$999K	2.1%
JPMorgan U.S. Equity Fund Class R6 Registered Investment Company	Other securities	—	—	$934K	2.0%
Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company	Other securities	—	—	$657K	1.4%
PGIM Total Return Bond Fund - Class R6 Registered Investment Company	Other securities	—	—	$602K	1.3%
MFS Global Equity Fund Class R6 Registered Investment Company	Other securities	—	—	$553K	1.2%
Vanguard Mid Cap Index Fund Registered Investment Company	Other securities	—	—	$421K	0.9%
Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Company	Other securities	—	—	$403K	0.9%
Vanguard Total INTL Stock Market Index Fund Admiral Shares Registered Investment Company	Other securities	—	—	$373K	0.8%
Columbia High Yield Bond Fund Advisor Class Registered Investment Company	Other securities	—	—	$364K	0.8%
American Funds EuroPacific Growth Fund Registered Investment Company	Other securities	—	—	$325K	0.7%
Allspring Small Company Growth Fund R6 Registered Investment Company	Other securities	—	—	$262K	0.6%
Invesco Oppenheimer International Growth Fund Class R6 Registered Investment Company	Other securities	—	—	$255K	0.5%
T. Rowe Price Retirement Balanced Fund Registered Investment Company	Other securities	—	—	$173K	0.4%
American Funds New World Fund Class R6 Registered Investment Company	Other securities	—	—	$155K	0.3%
Nuveen Large Cap Responsible Equity R6 Registered Investment Company	Other securities	—	—	$144K	0.3%
Goldman Sachs Small/Mid Cap Growth Fund Institutional Class Registered Investment Company	Other securities	—	—	$133K	0.3%
Virtus Ceredex Mid-Cap Value Equity Class R6 Registered Investment Company	Other securities	—	—	$77K	0.2%
PIMCO Income Fund Institutional Class Registered Investment Company	Other securities	—	—	$72K	0.2%
Franklin Small Cap Value Fund Advisor Class Registered Investment Company	Other securities	—	—	$59K	0.1%
Hartford International Opportunities Fund Class R6 Registered Investment Company	Other securities	—	—	$41K	<0.1%