How big is Moment Partners, LLC's plan?

Moment Partners, LLC's plan reported $841K in assets and 7 participants for 2025.

Original filing (PDF)20260409095018NAL0012694848001

Moment Partners, LLC

Name: Moment Partners, LLC — Moment Partners, LLC 401(k), Form 5500 (2025)
Creator: Moment Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moment Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Moment Partners, LLC's Moment Partners, LLC 401(k) Profit Sharing Plan held $841K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

Plan identifiers

Moment Partners, LLC's EIN is 99-4147724.

EIN 99-4147724

Plan number 001

Plan year 2025

ACK ID 20260409095018NAL0012694848001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Moment Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Moment Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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