# Momentum Insurance And Financial Services 401(k) Plan
Source: https://planprovider.pro/companies/momentum-insurance-and-financial-services-401k-plan

> Momentum Insurance And Financial Services's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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