Plan Snapshot
- Plan Sponsor: Momentum Insurance And Financial Services
- Sponsor EIN: 061767610
- Sponsor Address: 1776 WOODSTEAD CT SUITE 114, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $5,549
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 11 | $5,549 | $0 | $780 |
| 2023 | 9 | $22,589 | $0 | $750 |
| 2022 | 10 | $18,393 | $0 | $780 |
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