Plan Snapshot
- Plan Sponsor: Momenta, INC.
- Sponsor EIN: 854166502
- Sponsor Address: 5201 GREAT AMERICA PKWY, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 400
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 400 | $13.0M | $471,296 | $693,828 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $17,841 | — | $17,841 |
| LPL FINANCIAL | SERVICE PROVIDER | $8,033 | — | $8,033 |
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,874
- Estimated Expense Ratio: 0.199% 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 | $29,577 | $17,481 | — | — | — |