How big is The Monument Group's plan?

The Monument Group's plan reported $454K in assets and 4 participants for 2023.

Original filing (PDF)20241014082030NAL0025714769001

The Monument Group

Name: The Monument Group — The Monument Group 401(k) Plan, Form 5500 (2023)
Creator: The Monument Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Monument Group 401(k) Plan

401(k) retirement plan · The Monument Group's The Monument Group 401(k) Plan held $454K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

Carrie Hodapp signed The Monument Group's 2023 Form 5500 as plan administrator.

Carrie Hodapp — 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

The Monument Group's EIN is 54-2047328.

EIN 54-2047328

Plan number 001

Plan year 2023

ACK ID 20241014082030NAL0025714769001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Monument Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Monument Group'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 THE MONUMENT GROUP.

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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