Momentum For Health 403 B Retirement Plan
Sponsored by Momentum For Health · EIN 941496052 · Plan #003
- Total assets
- $47.3M
- Net assets
- $47.3M
- Active participants
- 517
- With balances
- 640
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $139,268 |
| Global Retirement Partners Llc | Investment advisory (plan) | $75,878 |
| Advised Assets Group, Llc | Investment management | $3,973 |