# Momentum Telecom, INC. 401(k) Plan
Source: https://planprovider.pro/companies/momentum-telecom-inc-401k-plan

> Momentum Telecom, INC.'s 401(k) plan: 459 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Momentum Telecom, INC.

- **Sponsor EIN:** 631248402

- **Sponsor Address:** TWO RAVINIA DRIVE, SUITE 1630, ATLANTA, GA, 30346

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

- **Total Participants:** 459

- **Total Assets:** $40.3M

## 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|459|$40.3M|$1.2M|$2.5M|

| 2023|487|$39.3M|$1.2M|$2.4M|

| 2022|435|$30.9M|$1.1M|$2.2M|

## 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 ANNUITY INSURANCE COMPANY|RECORDKEEPER|$65,580|—|$65,580|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$35,000|—|$35,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$26,087|—|$26,087|

| RSM US LLP|AUDITOR|$24,150|—|$24,150|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,817

- **Estimated Expense Ratio:** 0.374% 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|$139,027|$61,087|—|$24,150|—|

| 2023|$118,597|$50,032|—|$21,800|—|

| 2022|$122,609|$35,646|$71,263|—|$15,700|

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