Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SBDP, LLC DBA MOMENTUM FACTOR
EIN 26-1166130Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$3.3M assets
Welfare
1
Participants
52
4801 SPICEWOOD SPRINGS ROAD, SUITE 250 - AUSTIN, TX 78759512-690-2134
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M 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 FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$2.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOMENTUM FACTOR RETIREMENT TRUST
401k
Assets$769K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $2.5M | 17 | 2024 | |
| 001 | MOMENTUM FACTOR RETIREMENT TRUST | 401k | $769K | 18 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | MOMENTUM FACTOR DEFINED BENEFIT PENSION PLAN AND TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans