Momentum Agencies' EIN is 95-1648203.
Download the official 2023 Form 5500 (PDF) for Momentum Agencies from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Momentum Agencies' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | NONE | $7K | — |
| NFP RETIREMENT INC | 33-0905143 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNITED TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.1M | 85.6% | |
| American Century One Choice 2035 A | Other securities | — | — | $817K | 13.7% | |
| American Century One Choice 2030 A | Other securities | — | — | $670K | 11.2% | |
| American United Life Insurance Company Stable Value Fund 1.75% | Stable Value | — | — | $549K | 9.2% | |
| American Century One Choice In Retirement | Other securities | — | — | $514K | 8.6% | |
| American Century One Choice 2050 A | Other securities | — | — | $509K | 8.5% | |
| American Century One Choice 2025 A | Other securities | — | — | $492K | 8.3% | |
| American Century One Choice 2040 A | Other securities | — | — | $420K | 7.1% | |
| Invesco Core Bond A | Mutual Funds | — | — | $406K | 6.8% | |
| American Century One Choice 2045 A | Other securities | — | — | $383K | 6.4% | |
| Notes receviable from participants 4.25% - 9.50% 0 | Bonds / Notes | — | — | $308K | 5.2% | |
| Putnam Large Cap Value A | Mutual Funds | — | — | $275K | 4.6% | |
| Principal Mid Cap S&P 400 Index R3 254 American Century One Choice 2055 A | Other securities | — | — | $182K | 3.1% | |
| State Street Equity 500 Index R | Common Collective Trusts | — | — | $107K | 1.8% | |
| Principal International Equity Index R3 | Common Collective Trusts | — | — | $88K | 1.5% | |
| American Century Ultra Fund R | Other securities | — | — | $74K | 1.2% | |
| American Century One Choice 2060 A | Other securities | — | — | $52K | 0.9% | |
| American Century Mid Cap Value Fund A | Other securities | — | — | $31K | 0.5% | |
| PGIM Jennison Mid Cap Growth R2 | Other securities | — | — | $26K | 0.4% | |
| American Century Small Cap Value A | Other securities | — | — | $19K | 0.3% | |
| American Funds New Perspective R3 | Mutual Funds | — | — | $14K | 0.2% | |
| Nuveen Real Estate Securities A | Mutual Funds | — | — | $9K | 0.2% | |
| American Century One Choice 2065 A 294 AB Small Cap Growth Fund R | Other securities | — | — | $9K | 0.2% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
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