Momentum Agencies Retirement Plan
Sponsored by Momentum Agencies · EIN 951648203 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 532
- With balances
- 547
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,080 |
| Nfp Retirement Inc | Consulting (general), Consulting fees | $0 |