How big is Monograph Wealth Advisors' plan?

Monograph Wealth Advisors' plan reported $2.1M in assets and 15 participants for 2024.

Original filing (PDF)20250924174356NAL0017668642001

Monograph Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Monograph Wealth Advisors 401(k) PSP & Trust

401(k) retirement plan · Monograph Wealth Advisors' Monograph Wealth Advisors 401(k) PSP & Trust held $2.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Claire Gregory signed Monograph Wealth Advisors' 2024 Form 5500 as plan administrator.

Claire Gregory — 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

Monograph Wealth Advisors' EIN is 47-2324990.

EIN 47-2324990

Plan number 001

Plan year 2024

ACK ID 20250924174356NAL0017668642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monograph Wealth Advisors' 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 MONOGRAPH WEALTH ADVISORS.

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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