Original filing (PDF)20250903152401NAL0015326385001

Monument Policy Group, LLC DBA Monument Advocacy

Name: Monument Policy Group, LLC DBA Monument Advocacy — Form 5500 Plan 001 (2024)
Creator: Monument Policy Group, LLC DBA Monument Advocacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monument Policy Group 401(k) New Comparability Plan

401(k) retirement plan · Monument Policy Group, LLC DBA Monument Advocacy's Monument Policy Group 401(k) New Comparability Plan held $8.5M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Monument Policy Group, LLC DBA Monument Advocacy's EIN is 13-4339046.

EIN 13-4339046

Plan number 001

Plan year 2024

ACK ID 20250903152401NAL0015326385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monument Policy Group, LLC DBA Monument Advocacy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monument Policy Group, LLC DBA Monument Advocacy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONUMENT POLICY GROUP, LLC DBA MONUMENT ADVOCACY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score