Plan Snapshot
- Plan Sponsor: Momentum For Health
- Sponsor EIN: 941496052
- Sponsor Address: 1922 THE ALAMEDA, SAN JOSE, CA, 95126
- Plan Type: 403(b)
- Total Participants: 517
- Total Assets: $47.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 517 | $47.3M | $1.6M | $3.0M |
| 2023 | 545 | $42.4M | $1.7M | $3.0M |
| 2022 | 524 | $34.9M | $1.2M | $2.7M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $219,119 | $79,851 | — | — | — |
| 2023 | $183,216 | $164 | $99,781 | $48,910 | — |
| 2022 | $186,757 | $72,972 | $113,010 | — | — |