Momenta 401(k) match, vesting and fees
What Momenta's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Momenta: employer contribution per participant | $709 | |
| Peer median | $2,556 |
| Momenta: average balance | $32,656 | |
| Peer median | $100,166 |
| Momenta: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $35.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,477 | $35.6M | $773K | $709 | 0.23% | Not published | Form 5500 ↗ |
Other Momenta plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401k Made Easy Pooled Employer Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Momenta Inc | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Momenta, Inc. 401(k) Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Ho'Ala 401(k) Pep
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Momenta match 401(k) contributions?
The match terms for the Soltis Ez 401(k) Pooled Employer Plan have not been published from its filing yet. The plan year 2024 filing reports $773K in employer contributions, about $709 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Momenta 401(k) match vested?
The vesting schedule for the Soltis Ez 401(k) Pooled Employer Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Momenta 401(k)?
The filing names Momenta, Inc. as plan administrator; it does not list a recordkeeper.
I left Momenta. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Momenta, Inc., (888) 865-7262). The Momenta old 401(k) page lists the contacts from every plan filing. Find an old Momenta 401(k)
Data from the public Form 5500 annual reports Momenta filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Momenta. Not financial advice. Report a correction · Methodology