Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOMENTUM RESEARCH, INC.
EIN 20-8898283Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
35
1426 E NC HIGHWAY 54, SUITE 802 - DURHAM, NC 27713919-287-1824
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 35 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MOMENTUM RESEARCH, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MOMENTUM RESEARCH, INC. 401(K) PLAN
401k
Assets$1.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOMENTUM RESEARCH, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 5 | 2025 | |
| 001 | MOMENTUM RESEARCH, INC. 401(K) PLAN | 401k | $1.3M | 30 | 2025 |
Retirement plans