Employer · plans filed under one EIN
Momenta, Inc.
Santa Clara, CA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Momenta, Inc.'s employer identification number (Santa Clara, California). Their latest filings total 1,916 participant records and $48.6M in net assets.
The largest is Soltis Ez 401(k) Pooled Employer Plan, a 401(k) plan with 1,477 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $1.2M and participant contributions $1.8M in the latest plan years; benefits paid were $1.7M. Schedule C compensation reported to service provider organisations totalled $93K.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Soltis Ez 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,477 | $35.6M | $24,100 | $766 | $64K |
| 401(k) Made Easy Pooled Employer Plan | 401(k) plan | 2024 | 439 | $13.0M | $29,591 | $1,178 | $30K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Soltis Investmetn Advisors | Investment advisory (plan); Contract Administrator | 1 | $47,015 |
| Momenta Inc. | Contract Administrator; Recordkeeping and information management | 2 | $19,864 |
| Lincoln National Corporation | Contract Administrator | 1 | $17,841 |
| LPL Financial | Investment advisory (plan) | 1 | $8,033 |
| Osaic Wealth Inc. | Investment advisory (plan) | 1 | $468 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Momenta, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Soltis Ez 401(k) Pooled Employer Plan and 401(k) Made Easy Pooled Employer Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Momenta, Inc. contribute to its plans?
$1,243,915 in employer contributions across these plans in their latest plan years, about $883 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Soltis Investmetn Advisors, Momenta Inc., Lincoln National Corporation and LPL Financial and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.