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Sponsor portfolio

MOMENTA, INC.

EIN 85-4166502-marketing and advertising-Latest filing 2025
Plans
3
Retirement
3
$49.2M assets
Welfare
0
Participants
1,935
5201 GREAT AMERICA PARKWAY, SUITE 455 - SANTA CLARA, CA 95054888-865-7262wehavemomenta.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
3 filings
#003401k-$35.6M - 1,477 part#002401k-$13.0M - 439 part#001401k-$565K - 19 part

Retirement portfolio analytics

3 plans aggregated / $49.2M assets / 1,935 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • POOLED EMPLOYER PLAN (#003)72%
  • POOLED EMPLOYER PLAN (#002)26%
  • PROFIT SHARING PLAN (#001)1%
Total $49.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • MOMENTA, INC26%
Total $49.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#003)1,477
  • POOLED EMPLOYER PLAN (#002)439
  • PROFIT SHARING PLAN (#001)19
Total 1,935Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOLTIS EZ 401(K) POOLED EMPLOYER PLAN

401k

Assets$35.6M
Participants1,477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

401K MADE EASY POOLED EMPLOYER PLAN

401k

Assets$13.0M
Participants439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOMENTA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$565K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SOLTIS EZ 401(K) POOLED EMPLOYER PLAN401k$35.6M1,4772024
002401K MADE EASY POOLED EMPLOYER PLAN401k$13.0M4392024
001MOMENTA, INC. 401(K) PROFIT SHARING PLAN401k$565K192025
Retirement plans
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