Filings through Oct 24, 2026.

Momnt Technologies, Inc. 401(k) Plan

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

Momnt Technologies, Inc.EIN 84-2628810Plan #001PY 2025

4 CONCOURSE PARKWAY, SUITE 150 - ATLANTA, GA 30328404-375-0463

How to read this page

Prospect flags

2 of 18 flags tripped on the 2025 filing.

How flags work

Opportunity
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Schedule H, line 1l and line 6g
Opportunity
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Schedule H, line 4i

Total assets (EOY)

$5.2M

+38.1% from 2024

Total participants

191

+1.1% from 2024

Average account balance

$27,015

+35.9% from 2024

Annual return

24.30%

-13.12 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 7,124 peers

Industry: 52 - Finance and Insurance
Plan type: Defined contribution
Participants: 25-99
Cohort: 7,124 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2025 filing, 1 of 3 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $5,159,918
Participants: 191
Contributions: $1,229,149
Annual return: 24.30%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

Schedule H, line 2i

Plan-level admin expenses are zero. The master trust likely pays the fees.

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

3 funds of $250K or more; 43 lines in all, holding $3.6M of the plan's $3.7M. Recordkeeper: not identified.

2024 filing, Schedule H, line 4i

In collective trusts<1%median 0% for plans under $5M (7,755 plans)

In index funds66%median 19% for plans under $5M (7,755 plans)

In the main target-date series0%median 39% for plans under $5M (7,755 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Total Stock Market Index Fund Vanguard · ETF Index	Vanguard	ETF	$968K	26.5%
Vanguard Developed Markets Index Fund Vanguard · Mutual fund	Vanguard	Mutual fund	$646K	17.7%
SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index	State Street (SSgA)	ETF	$558K	15.3%
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$247K	6.8%
Vanguard Ftse Emerging Markets Vanguard · Mutual fund	Vanguard	Mutual fund	$239K	6.5%
iShares Core Total US Bond Market ETF BlackRock · ETF Index	BlackRock	ETF	$228K	6.3%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index	State Street (SSgA)	ETF	$147K	4.0%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index	State Street (SSgA)	ETF	$114K	3.1%
iShares 0-5 Year TIPS Bond ETF BlackRock · ETF Index	BlackRock	ETF	$85K	2.3%
Goldman Sachs ActiveBeta International Equity Goldman Sachs · Mutual fund	Goldman Sachs	Mutual fund	$56K	1.5%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

33 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

33 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 1 by compensation.

Schedule C

Provider	Service type	Compensation
BETTERMENT FOR BUSINESS, LLC1 year Filed as: BETTERMENT FOR BUSINESS, LC Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 Advisory (Plan)	Advisory (Plan)	$0

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: NICHOLS, CAULEY & ASSOCIATES, LLC
Auditor EIN: 58-2475857
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3B3D

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

Vanguard Total Stock Market Index Fund

Vanguard · ETF

Index

$968K

26.5%

Vanguard Developed Markets Index Fund

Vanguard · Mutual fund

$646K

17.7%

SPDR Portfolio S&P 500 ETF

State Street (SSgA) · ETF

Index

$558K

15.3%

Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF

Goldman Sachs · Mutual fund

$247K

6.8%

Vanguard Ftse Emerging Markets

Vanguard · Mutual fund

$239K

6.5%

iShares Core Total US Bond Market ETF

BlackRock · ETF

Index

$228K

6.3%

State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF

State Street (SSgA) · ETF

Index

$147K

4.0%

State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF

State Street (SSgA) · ETF

Index

$114K

3.1%

iShares 0-5 Year TIPS Bond ETF

BlackRock · ETF

Index

$85K

2.3%

Goldman Sachs ActiveBeta International Equity

Goldman Sachs · Mutual fund

$56K

1.5%

Provider

Compensation

BETTERMENT FOR BUSINESS, LLC1 year

Filed as: BETTERMENT FOR BUSINESS, LC

Service code 27 · EIN 47-4872674

8 W. 24TH STREET · NEW YORK, NY 10010

Advisory (Plan)

Momnt Technologies, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Momnt Technologies, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Momnt Technologies, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Momnt Technologies, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion