Plan Snapshot
- Plan Sponsor: Valuemomentum, INC.
- Sponsor EIN: 113414179
- Sponsor Address: 220 OLD NEW BRUNSWICK ROAD, PISCATAWAY, NJ, 08854
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 626
- Total Assets: $42.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 626 | $42.6M | $2.0M | $4.2M |
| 2023 | 437 | $37.2M | $2.0M | $4.1M |
| 2022 | 425 | $26.0M | $1.9M | $3.8M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | — | $70,512 | $70,512 |
| BEON RETIREMENT | Recordkeeper | $10,782 | $28,234 | $39,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,528
- Estimated Expense Ratio: 0.257% 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 | $93,407 | — | — | — | — |
| 2023 | $93,802 | — | $93,802 | — | — |
| 2022 | $92,590 | — | $69,339 | — | $23,251 |