Plan Ledger DOL Form 5500 · updated monthly

Momentum Telecom, Inc.401(k)

MOMENTUM TELECOM, INC. 401(K) PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.37%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Momentum Telecom, Inc. reported $160,945 in plan administrative expenses for 2025: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,195 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.371%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 489th-largest of 2,160 plans among Georgia employers on file, and the 550th of 2,199 in information & media. In 2025, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,517,146
Participants with balances442
Active participants392
Employer contributions$1,252,427
Employee contributions$2,504,472
Employer contribution per active participant$3,195
Average account balance$105,242
Benefits paid to participants$4,391,616
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history4
Yearassets · accounts · employer contribution
2025$46.5M · 442 accts · $1.3M emplr
2024$40.3M · 447 accts · $1.2M emplr
2023$39.3M · 506 accts · $1.2M emplr
2022$30.9M · 464 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$66,731
Investment management$94,214
Total administrative$160,945
The Momentum Telecom, Inc. 401(k) match · 2025
Employer contribution per active participant$3,195
Median for plans this size$2,666
2025$3,195 per active participant
2024$2,700 per active participant
2023$2,411 per active participant
2022$2,584 per active participant

Momentum Telecom, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$35,000
EMPOWER ADVISORY GROUP, LLC · Investment management$32,650
MCGLADREY LLP · Accounting / audit$26,564

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$160,945 · 0.37%
2024$139,027 · 0.35%
2023$118,597 · 0.34%
2022$122,609 · 0.37%
Same employer
Similar plansInformation & Media · Georgia
Ot Technology, Inc. GA$68.9M · 0.04%
Ellijay Telephone Company GA$48.2M · 0.28%
Smi Management, LLC GA$42.6M · 0.28%
Bakkt, LLC GA$40.4M · 0.21%
Calendly, LLC GA$39.3M · 0.27%
Fullstory, Inc. GA$36.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631248402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.