MOMENTUM ADVANCED PLANNING 401(K) PLAN

[ EIN: 45-4241937 | Plan No. 001 ]

MOMENTUM ADVANCED PLANNING 401(K) PLAN, sponsored by MOMENTUM ADVANCED PLANNING, appears in Form 5500 filings as a 401(k) plan. The plan reported 25 participants and total assets of $256,444 during the 2018 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: MOMENTUM ADVANCED PLANNING

Location: ATR, 855 MAIN STREET, 4TH FLOOR, DUBUQUE, IA 52001

EIN: 454241937

Plan Number: 001

Plan Year: 2018

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $256,444

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