How big is Monon Wealth Management's plan?

Monon Wealth Management's plan reported $564K in assets and 5 participants for 2024.

Original filing (PDF)20251013095336NAL0000442035001

Monon Wealth Management

Name: Monon Wealth Management — Monon Wealth Management, Form 5500 (2024)
Creator: Monon Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monon Wealth Management 401(k) Plan

401(k) retirement plan · Monon Wealth Management's Monon Wealth Management 401(k) Plan held $564K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

People on this filing

Raymond Kramer signed Monon Wealth Management's 2024 Form 5500 as plan administrator.

Raymond Kramer — 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

Monon Wealth Management's EIN is 47-1981984.

EIN 47-1981984

Plan number 001

Plan year 2024

ACK ID 20251013095336NAL0000442035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monon Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monon Wealth Management'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 MONON WEALTH MANAGEMENT.

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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