Momentous Institute 403(b) match, vesting and fees
What Momentous Institute's 403(b) 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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Hm&M Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Momentous Institute: employer contribution per participant | — | |
| Peer median | $1,468 |
| Momentous Institute: average balance | $55,112 | |
| Peer median | $37,786 |
| Momentous Institute: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13M at the end of plan year 2021 to $10.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 191 | $10.5M | — | — | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 190 | $12.3M | — | — | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 184 | $11.5M | — | — | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 178 | $13M | — | — | 0.45% | Not published | Form 5500 ↗ |
Other Momentous Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Momentous Institute Retirement 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Hm&M Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Momentous Institute match 401(k) contributions?
The match terms for the Momentous Institute Tda Retirement Plan have not been published from its filing yet.
When is the Momentous Institute 401(k) match vested?
The vesting schedule for the Momentous Institute Tda Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Momentous Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Momentous Institute.
I left Momentous Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Momentous Institute, (214) 915-4700) or the recordkeeper, Principal Life Insurance Company. The Momentous Institute old 401(k) page lists the contacts from every plan filing. Find an old Momentous Institute 401(k)
Data from the public Form 5500 annual reports Momentous Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Momentous Institute. Not financial advice. Report a correction · Methodology