How big is Monument Real Estate Services, LLC's plan?

Monument Real Estate Services, LLC's plan reported $2.8M in assets and 105 participants for 2024.

Original filing (PDF)20250527092603NAL0005879617001

Monument Real Estate Services, LLC

Name: Monument Real Estate Services, LLC — Monument Real, Form 5500 (2024)
Creator: Monument Real Estate Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monument Real Estate Services LLC 401(k)

401(k) retirement plan · Monument Real Estate Services, LLC's Monument Real Estate Services LLC 401(k) held $2.8M in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

ERIN Knight signed Monument Real Estate Services, LLC's 2024 Form 5500 as plan administrator.

ERIN Knight — 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

Monument Real Estate Services, LLC's EIN is 46-3099709.

EIN 46-3099709

Plan number 001

Plan year 2024

ACK ID 20250527092603NAL0005879617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monument Real Estate Services, LLC'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 REAL ESTATE SERVICES, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score