# Inmoment, INC. 401(k) Plan
Source: https://planprovider.pro/companies/inmoment-inc-401k-plan

> Inmoment, INC.'s 401(k) plan: 441 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inmoment, INC.

- **Sponsor EIN:** 571137115

- **Sponsor Address:** 1240B E STRINGHAM AVE #1008, SALT LAKE CIRY, UT, 84106

- **Plan Type:** 401(k)

- **Total Participants:** 441

- **Total Assets:** $62.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|441|$62.3M|$1.7M|$4.9M|

| 2023|533|$57.2M|$2.5M|$6.1M|

| 2022|844|$49.0M|$2.7M|$5.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$158,875|—|$158,875|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$58,054|$58,054|

| TANNER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [TANNER, LLC](https://planprovider.pro/provider/tanner-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $216,929

- **Estimated Expense Ratio:** 0.348% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$158,875|—|$158,875|—|—|

| 2023|$144,723|—|$144,723|—|—|

| 2022|$125,289|—|$125,289|—|—|

## Similar Plans

- [Telarus, LLC](https://planprovider.pro/companies/telarus-llc-401k-plan) — 327 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/inmoment-inc-401k-plan)

© 2026 PlanProvider.Pro