Momentous Institute Tda Retirement Plan
Sponsored by Momentous Institute · EIN 751855620 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 134
- With balances
- 191
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $50,342 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |