· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONUMENT WEALTH MANAGEMENT LLC — MONUMENT 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909112350NAL0033592912001
MONUMENT WEALTH MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
MONUMENT 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONUMENT WEALTH MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
MONUMENT WEALTH MANAGEMENT LLC
EIN
26-2076721
Address
1701 DUKE STREET, SUITE 425 · ALEXANDRIA, VA · 22314
Phone
(703) 504-9600
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SNOW FINANCIAL MANAGEMENT, LLC
SNOW FINANCIAL MANAGEMENT, LLC 401 K/PROFIT SHARING PLAN
$2.0M · 3 participants
VINITAS PARTNERS LLC
VINITAS PARTNERS LLC 401(K) PLAN
$2.0M · 8 participants
WHITESTAR ASSET MANAGEMENT LLC
WHITESTAR ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 29 participants
EDGEWATER RESEARCH
EDGEWATER RESEARCH COMPANY RETIREMENT PLAN
$2.0M · 18 participants
THE LIFE FINANCIAL GROUP, INC.
THE LIFE FINANCIAL GROUP INC 401K PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 13 participants
STAR WEALTH MANAGEMENT CORPORATION
STAR WEALTH 401(K) PROFIT SHARING PLAN
$2.0M · 3 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
