Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOMENTOUS INSTITUTE
EIN 75-1855620non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$18.8M assets
Welfare
0
Participants
358
100 E 10TH ST - DALLAS, TX 752032236214-915-4700momentousinstitute.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.8M assets / 358 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
MOMENTOUS INSTITUTE TDA RETIREMENT PLAN
403b
Assets$10.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOMENTOUS INSTITUTE RETIREMENT PLAN
MoneyPurchase
Assets$8.2M
Participants167
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 | MOMENTOUS INSTITUTE TDA RETIREMENT PLAN | 403b | $10.5M | 191 | 2024 | |
| 001 | MOMENTOUS INSTITUTE RETIREMENT PLAN | MoneyPurchase | $8.2M | 167 | 2024 |
Retirement plans
Welfare plans