# Momentum For Health 403(b) Plan
Source: https://planprovider.pro/companies/momentum-for-mental-health-403b-plan

> Momentum For Health's 403(b) plan: 517 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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