# Momentum Midstream Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/momentum-midstream-management-llc-401k-plan

> Momentum Midstream Management LLC's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Momentum Midstream Management LLC

- **Sponsor EIN:** 844800418

- **Sponsor Address:** 600 TRAVIS ST. STE 5500, HOUSTON, TX, 77002

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

- **Total Participants:** 263

- **Total Assets:** $35.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|263|$35.6M|$1.7M|$2.6M|

| 2023|277|$28.9M|$1.7M|$2.5M|

| 2022|261|$20.3M|$543,541|$823,295|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$27,997|—|$27,997|

| PANNELL KERR FORSTER OF TEXAS, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,997

- **Estimated Expense Ratio:** 0.079% of plan assets

### 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|$31,047|$27,997|—|—|—|

| 2023|$24,200|$23,650|—|—|—|

| 2022|$22,233|—|$22,233|—|—|

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