How big is Momentum Agencies' plan?

Momentum Agencies' plan reported $9.6M in assets and 830 participants for 2023.

Original filing (PDF)20250411141451NAL0012674611001

Momentum Agencies

Name: Momentum Agencies — Momentum Agencies 403(b) Plan, Form 5500 (2023)
Creator: Momentum Agencies
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Momentum Agencies 403(b) Plan

401(k) retirement plan · Momentum Agencies' Momentum Agencies 403(b) Plan held $9.6M in plan assets for 830 participants in 2023, with OneAmerica as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

830

Accounts w/ balance

291

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

Plan identifiers

Momentum Agencies' EIN is 95-1648203.

EIN 95-1648203

Plan number 002

Plan year 2023

ACK ID 20250411141451NAL0012674611001

Official Form 5500 document

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)

Plan features

Momentum Agencies' plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

41 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

MOMENTUM AGENCIES

EIN

all filings

Address

9509 VASSAR AVENUE, STE A · CHATSWORTH, CA · 91311

Phone

(818) 782-2211

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	SERVICE PROVIDER	$960	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT	33-0905143	—	FINANCIAL ADVISOR	$0	—

Investments

41 direct securities · 1 pooled fund· $18.0M(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.

Pooled Separate Account

$8.4M

1 holding

Other securities

$7.1M

18 holdings

Mutual Funds

$1.9M

20 holdings

Stable Value

$343K

1 holding

Common Collective Trusts

$275K

2 holdings

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$8.4M	87.5%
American Century One Choice 2030 A	Other securities	—	—	$1.3M	13.5%
American Century One Choice In Retirement	Other securities	—	—	$1.1M	11.4%
American Century One Choice 2025 A	Other securities	—	—	$1.1M	11.1%
American Century One Choice 2035 A	Other securities	—	—	$816K	8.5%
American Century One Choice 2040 A	Other securities	—	—	$708K	7.4%
American Century One Choice 2045 A	Other securities	—	—	$594K	6.2%
Invesco Core Bond A	Mutual Funds	—	—	$542K	5.6%
American Century One Choice 2050 A	Other securities	—	—	$519K	5.4%
American Funds Washington Mutual Investor Fund - A Series	Mutual Funds	—	—	$425K	4.4%
American United Life Insurance Company Stable Value Fund 1.75%	Stable Value	—	—	$343K	3.6%
American Century Ultra Fund R	Other securities	—	—	$334K	3.5%
Putnam Equity Income A	Mutual Funds	—	—	$334K	3.5%
PGIM Jennison Mid Cap Growth R2	Other securities	—	—	$171K	1.8%
American Century One Choice 2055 A	Other securities	—	—	$162K	1.7%
Principal International Equity Index R3	Common Collective Trusts	—	—	$149K	1.6%
American Funds Income Fund of America - A Series	Mutual Funds	—	—	$143K	1.5%
State Street Equity 500 Index R	Common Collective Trusts	—	—	$126K	1.3%
American Funds New Perspective R3	Mutual Funds	—	—	$108K	1.1%
American Century Small Cap Value A	Other securities	—	—	$91K	0.9%
American Century Mid Cap Value A	Other securities	—	—	$68K	0.7%
American Funds American Funds Mortgage Fund 264 * American Funds Money Market Fund	Mutual Funds	—	—	$63K	0.7%
Nuveen Real Estate Securities A	Mutual Funds	—	—	$47K	0.5%
American Funds Euro Pacific Growth Fund of America - A Series	Mutual Funds	—	—	$44K	0.5%
Fidelity Advanced Total Bond T	Mutual Funds	—	—	$44K	0.5%
American Funds Small Cap World Fund - A Series	Mutual Funds	—	—	$40K	0.4%
American Century One Choice 2060A	Other securities	—	—	$33K	0.3%
American Century One Choice 2065 A	Other securities	—	—	$33K	0.3%
Alliance Bernstein Small Cap Growth R	Other securities	—	—	$32K	0.3%
American Funds Growth Fund of America - A Series	Mutual Funds	—	—	$26K	0.3%
American Funds Investment Company of America - A Series	Mutual Funds	—	—	$24K	0.3%
American Funds American Balanced Fund - A Series	Mutual Funds	—	—	$24K	0.3%
Federated Hermes MDT Small Cap Core Fund A	Other securities	—	—	$22K	0.2%
American Funds American Mutual Fund - A Series	Mutual Funds	—	—	$17K	0.2%
American Funds Bond Fund of America - A Series	Mutual Funds	—	—	$16K	0.2%
Principal Mid-Cap S&P 400 Index R3	Other securities	—	—	$15K	0.2%
American Funds Capital World Growth and Income Fund - A Series	Mutual Funds	—	—	$11K	0.1%
American Funds Fundamental Investors - A Series	Mutual Funds	—	—	$8K	<0.1%
American Funds AMCAP Fund A	Mutual Funds	—	—	$6K	<0.1%
American Funds Capital Income Builder - A Series	Mutual Funds	—	—	$4K	<0.1%
Principal Bond Market Index R3	Other securities	—	—	$2K	<0.1%
American Funds US Government Securities Fund - A Series 136 * American Funds Capital World Bond Fund - A Series	Mutual Funds	—	—	$2K	<0.1%