AUMdb

Momentum Agencies 403 B Plan

Sponsored by Momentum Agencies · EIN 951648203 · Plan #002

Total assets
$10.7M
Net assets
$10.7M
Active participants
831
With balances
321

Plan year beginning 07/01/2024 · 401(k)

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
The Ryding Company Recordkeeping, Direct payment from the plan, Recordkeeping fees $5,375
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $641
Nfp Retirement Consulting (general), Consulting fees $0