Momentum Technologies, Inc. Pension Plan
Sponsored by Momentumone, Llc · EIN 874006582 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Axiom Investment Management Llc CRD 141516 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Direct payment from the plan | $140,611 |
| Axiom Investment Management | Investment management, Direct payment from the plan, Other investment fees and expenses | $79,956 |
| Bank Of New York Mellon | Investment management, Direct payment from the plan | $24,785 |
| Hilltop Securities Inc. | Other services, Direct payment from the plan | $17,141 |