# Momentum Agencies 401(k) Plan
Source: https://planprovider.pro/companies/momentum-agencies-401k-plan

> Momentum Agencies's 401(k) plan: 830 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Momentum Agencies

- **Sponsor EIN:** 951648203

- **Sponsor Address:** 9509 VASSAR AVENUE, STE A, CHATSWORTH, CA, 91311

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

- **Total Participants:** 830

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|830|$9.6M|$0|$0|

| 2023|818|$8.5M|$0|$0|

## 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|

| HINRICHER & COUSINO, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$10,214|—|$10,214|—|—|

| 2023|$7,968|—|$7,968|—|—|

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