Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
MOMENTUM SALES AND MARKETING, INC
EIN 59-3713368marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
16
12191 W. LINEBAUGH AVE. # 152 - TAMPA, FL 33626813-433-9200LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 16 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#001
EVA-DRY 401(K) PLAN
401k
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MOMENTUM SALES AND MARKETING, INC CASH BALANCE PENSION PLAN
CashBalance
Assets$862K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVA-DRY 401(K) PLAN | 401k | $1.2M | 8 | 2024 | |
| 002 | MOMENTUM SALES AND MARKETING, INC CASH BALANCE PENSION PLAN | CashBalance | $862K | 8 | 2024 |
Retirement plans