Momentum Agencies 401(k) match, vesting and fees
What Momentum Agencies' 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.
| Recordkeeper | The Ryding Company | Schedule C ↗ |
| Independent auditor | Hinricher & Cousino, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $7.4M at the end of plan year 2021 to $10.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 970 | $10.7M | $171K | $533 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 963 | $9.6M | $156K | $536 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 932 | $8.5M | $152K | $530 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 987 | $7.4M | $131K | $420 | 0.07% | Not published | Form 5500 ↗ |
Other Momentum Agencies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Momentum Agencies 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Hinricher & Cousino LLP (disclaimer opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Momentum Agencies match 401(k) contributions?
The match terms for the Momentum Agencies 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $171K in employer contributions, about $533 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Momentum Agencies 401(k) match vested?
The vesting schedule for the Momentum Agencies 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Momentum Agencies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Ryding Company. The plan administrator is Momentum Agencies.
I left Momentum Agencies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Momentum Agencies, (818) 782-2211) or the recordkeeper, The Ryding Company. The Momentum Agencies old 401(k) page lists the contacts from every plan filing. Find an old Momentum Agencies 401(k)
Data from the public Form 5500 annual reports Momentum Agencies 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 Momentum Agencies. Not financial advice. Report a correction · Methodology