Plan Snapshot
- Plan Sponsor: Momentum Research, INC.
- Sponsor EIN: 208898283
- Sponsor Address: 1426 E NC HIGHWAY 54, DURHAM, NC, 27713
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 10 | $1.0M | $61,773 | $57,991 |
| 2023 | 6 | $1.8M | $64,439 | $64,935 |
| 2022 | 7 | $1.4M | $64,367 | $64,830 |