What public Form 5500 filings show about the Monument Policy Group, LLC DBA Monument Advocacy 401(k) plan — and how to find and check your own account.
Monument Policy Group, LLC DBA Monument Advocacy (EIN 13-4339046) reports MONUMENT POLICY GROUP 401(K) NEW COMPARABILITY PLAN on its most recent Form 5500, with $8.5M in plan assets across 47 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Monument Policy Group, LLC DBA Monument Advocacy filing — schedules, fees, and providers.
Monument Policy Group, LLC DBA Monument Advocacy’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Monument Policy Group, LLC DBA Monument AdvocacyHR for the recordkeeper’s name and login.
