DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Momentum Technologies, Inc. Pension Plan
Corporate pensionClark, NJ
Assets
$5.1M
Total assets, Mar 31, 2025 reported
Funded
62.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Momentumone, LLC
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 3.4%
- U.S. Government securities 63.4%
- Registered investment companies 0.8%
- Common stock 25.2%
Consultants and advisers
2 firms
- Aon Actuarythrough Mar 31, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Axiom Investment Managementplan years 2024
- Bank of New York Mellonplan years 2023
- Axiomplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Net investment income
$-527,554 (2024-03) · $-1.1M (2023-03)
Investment management fees
$84,756 (2024-03) · $88,261 (2023-03)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 710 | $5.6M | $9.6M | 62.2% | $5.1M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 729 | $6.2M | $10.4M | 65.3% | $5.7M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 753 | $7.3M | $10.8M | 71.2% | $6.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting codes 11 50 $140,611 PY2024
- Axiom Investment Management codes 28 50 72 $79,956 PY2024
- Bank of New York Mellon codes 28 50 $24,785 PY2024
- Hilltop Securities Inc. codes 49 50 $17,141 PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting codes 11 50 $126,170 PY2023
- Axiom Investment Management codes 28 50 72 $54,514 PY2023
- Bank of New York Mellon codes 28 50 $30,242 PY2023
- Hilltop Securities Inc. codes 49 50 $18,362 PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting codes 11 50 $123,714 PY2022
- Bank of New York Mellon codes 28 50 $47,718 PY2022
- Axiom codes 28 50 $40,543 PY2022
- Hilltop Securities Inc. codes 49 50 $38,249 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
3 events
- Apr 1, 2024Funded status changedMomentum Technologies, Inc. Pension Plan funded ratio 65.2% -> 62.2% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedMomentum Technologies, Inc. Pension Plan funded ratio 71.2% -> 65.2% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedMomentum Technologies, Inc. Pension Plan plan assets $7M -> $6M (-15.9%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 874006582-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.