Original filing (PDF)20240221124820NAL0003889890001

MONOGRAM HUB, INC.

Name: MONOGRAM HUB, INC. — MONOGRAM HUB, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: MONOGRAM HUB, INC.

Form 5500-SF

FILING_RECEIVED

MONOGRAM HUB, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONOGRAM HUB, INC..

Plan sponsor

Name

MONOGRAM HUB, INC.

EIN

46-3588099

Address

1 GREAT NECK ROAD 2ND FL · GREAT NECK, NY · 11021

Phone

(718) 281-0200

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2024-02-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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