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Sponsor portfolioTH

MOMENTUM AGENCIES

EIN 95-1648203-music-Latest filing 2025
Plans
3
Retirement
2
$16.7M assets
Welfare
1
$2.1M premiums
Participants
2,015
2400 WILLOW LANE - THOUSAND OAKS, CA 91361818-782-2211findmomentum.coLinkedIn1-10 employeesmusic
Plans on this EIN
3 filings
#002403b-$10.7M - 970 part#001ProfitSharing-$6.1M - 841 part#501Fully Insured-$2.1M - 454 lives

Retirement portfolio analytics

2 plans aggregated / $16.7M assets / 1,811 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • AGENCIES 403B PLAN (#002)64%
  • AGENCIES RETIREMENT PLAN (#001)36%
Total $16.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
64%top
  • THE RYDING COMPANY64%
  • AMERICAN UNITED LIFE INSURANCE CO36%
Total $16.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AGENCIES 403B PLAN (#002)970
  • AGENCIES RETIREMENT PLAN (#001)841
Total 1,811Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 454 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$1.1M
  • Short-term disability$150K
  • Long-term disability$150K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITEDHEALTHCARE INSURANCE COMPANY67%
  • KAISER FOUNDATION HEALTH PLAN INC33%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $183K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOMENTUM AGENCIES 403B PLAN

403b

Assets$10.7M
Participants970
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOMENTUM AGENCIES RETIREMENT PLAN

ProfitSharing

Assets$6.1M
Participants841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOMENTUM CAFETERIA PLAN

Fully Insured - HEALTH NET

Premiums$2.1M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOMENTUM AGENCIES 403B PLAN403b$10.7M9702025
001MOMENTUM AGENCIES RETIREMENT PLANProfitSharing$6.1M8412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOMENTUM CAFETERIA PLANFully InsuredHEALTH NET$2.1M4542025
Retirement plans
Welfare plans
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