Retirement plan

VALUEMOMENTUM 401(K) PLAN

Name: VALUEMOMENTUM, INC. - VALUEMOMENTUM 401(K) PLAN (2025) Form 5500
Creator: VALUEMOMENTUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALUEMOMENTUM 401(K) PLAN, VALUEMOMENTUM, INC.

VALUEMOMENTUM, INC.EIN 11-3414179Plan #001PY 2025

220 OLD NEW BRUNSWICK ROAD, SUITE 100 - PISCATAWAY, NJ 08854908-755-0048valuemomentum.comLinkedIn1001-5000 employeesinformation technology and services

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$42.6M

+14.3% from 2024

Total participants

741

+4.5% from 2024

Average account balance

$59,539

+13.0% from 2024

Annual return

3.82%

-20.52 pp from 2024

Benchmarks

See 163 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort163 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$42.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$60K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

715

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$131

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
BEON RETIREMENT3 years Service code 10 · EIN 82-4086794	Accounting	$10,782
NATIONWIDE1 year Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$93K

$149 / participant

Other / not subdivided$93K100.0%

% of EOY assets

0.219%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WILKINGUTTENPLAN, P.C.
Auditor EIN: 222612018
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,539

$112,596-47.1%

$152,301-60.9%

$64,728-8.0%

Participation rate

95.8%

63.6%+32.2pp

82.4%+13.4pp

57.9%+37.9pp

Annual return

3.82%

23.76%-19.9pp

80.50%-76.7pp

49.38%-45.6pp

Employer contribution / active EE

$3,174

$3,716-14.6%

$4,624-31.4%

$2,243+41.5%

Participant deferral / active EE

$6,646

$6,075+9.4%

$8,004-17.0%

$2,729+143.5%

Admin fee / account holder

$131

$996-86.9%

$14,398-99.1%

$1,145-88.6%

Provider

Service type

Compensation

BEON RETIREMENT3 years

Service code 10 · EIN 82-4086794

Accounting

$10,782

NATIONWIDE1 year

Service code 26

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Advisory (Participants)

VALUEMOMENTUM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALUEMOMENTUM 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion