How big is The Monogram Group, Inc.'s plan?

The Monogram Group, Inc.'s plan reported $180K in assets and 7 participants for 2024.

Original filing (PDF)20251008142121NAL0003354643001

The Monogram Group, Inc.

Name: The Monogram Group, Inc. — The Monogram Group, Inc., Form 5500 (2024)
Creator: The Monogram Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Monogram Group, Inc. Cash Balance Plan & Trust

Defined-benefit pension plan · The Monogram Group, Inc.'s The Monogram Group, Inc. Cash Balance Plan & Trust held $180K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Scott Markman signed The Monogram Group, Inc.'s 2024 Form 5500 as plan administrator.

Scott Markman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Monogram Group, Inc.'s EIN is 36-3876651.

EIN 36-3876651

Plan number 002

Plan year 2024

ACK ID 20251008142121NAL0003354643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Monogram Group, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score