# Valuemomentum, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valuemomentum-inc-113414179-001

> Valuemomentum, INC.'s 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valuemomentum-inc-113414179-001)

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