How big is The Monument Group, LLC's plan?

The Monument Group, LLC's plan reported $938K in assets and 13 participants for 2024.

Original filing (PDF)20250806090601NAL0002498321001

The Monument Group, LLC

Name: The Monument Group, LLC — Monument Group 401(k) Plan, Form 5500 (2024)
Creator: The Monument Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monument Group 401(k) Plan

401(k) retirement plan · The Monument Group, LLC's Monument Group 401(k) Plan held $938K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$938K

Net assets (EOY)

$938K

Plan identifiers

The Monument Group, LLC's EIN is 26-3421057.

EIN 26-3421057

Plan number 001

Plan year 2024

ACK ID 20250806090601NAL0002498321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE MONUMENT GROUP, LLC

EIN

all filings

Address

4407 BEE CAVE ROAD · BUILDING 5, SUITE 521 · AUSTIN, TX · 78746

Phone

(512) 344-2600

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator