# Momentumone, LLC DB Plan
Source: https://planprovider.pro/companies/momentumone-llc-874006582-001

> Momentumone, LLC's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Momentumone, LLC

- **Sponsor EIN:** 874006582

- **Sponsor Address:** 100 WALNUT AVE, CLARK, NJ, 07066

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$5.1M|$587,508|$0|

| 2023|0|$5.7M|$527,583|$0|

| 2022|0|$6.2M|$531,836|$0|

## 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|

| AON CONSULTING|Recordkeeper|$140,611|—|$140,611|

| AXIOM INVESTMENT MANAGEMENT|Other Service Provider|$79,956|—|$79,956|

| BANK OF NEW YORK MELLON|Other Service Provider|$24,785|—|$24,785|

| HILLTOP SECURITIES INC.|Other Service Provider|$17,141|—|$17,141|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $262,493

- **Estimated Expense Ratio:** 5.139% 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|$540,019|$104,741|—|—|—|

| 2023|$514,240|$84,756|—|—|—|

| 2022|$545,784|$88,261|—|—|$123,714|

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