Monogram Management Services, Inc.'s EIN is 45-3115232.
Download the official 2024 Form 5500 (PDF) for Monogram Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monogram Management Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | CONTRACT ADMINISTRATOR | $337K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | CINCINNATI, OH | INVESTMENT ADVISORY | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP | 62-0842964 | MEMPHIS, TN | TPA | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKS, FINLEY, WHITE | 62-1145254 | MEMPHIS, TN | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Assets at Fair Value as of December 31, 2024 Level 1 Level 2 Level 3 Total Mutual funds 59,330,845 - | Other securities | — | — | $58.2M | 93.0% | |
| Loans, loan participations, or loan assignments | Other securities | — | $2.4M | $2.4M | 3.9% |
