Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOMENTUM STRATEGIES, INC.
EIN 82-3457305management consultingLatest filing 2025
Plans
2
Retirement
2
$683K assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $683K assets / 25 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
MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$343K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$341K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOMENTUM STRATEGIES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $343K | 8 | 2025 | |
| 002 | MOMENTUM STRATEGIES, INC. PROFIT SHARING PLAN | ProfitSharing | $341K | 17 | 2024 |
Retirement plans