Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEHAVIORAL MOMENTUM SERVICES LLC
EIN 82-4030188medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
97
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 97 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
BEHAVIORAL MOMENTUM SERVICES LLC 401(K) PLAN
401k
Assets$1.1M
Participants66
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BEHAVIORAL MOMENTUM SERVICES LLC CASH BALANCE PLAN
CashBalance
Assets$464K
Participants31
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 | BEHAVIORAL MOMENTUM SERVICES LLC 401(K) PLAN | 401k | $1.1M | 66 | 2024 | |
| 002 | BEHAVIORAL MOMENTUM SERVICES LLC CASH BALANCE PLAN | CashBalance | $464K | 31 | 2024 |
Retirement plans