401 K Made Easy Pooled Employer Plan
Sponsored by Momenta, Inc. · EIN 854166502 · Plan #002
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 400
- With balances
- 357
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $17,841 |
| Lpl Financial | Investment advisory (plan) | $8,033 |
| Momenta Inc | Recordkeeping | $3,235 |
| Osaic Wealth Inc | Investment advisory (plan) | $468 |