Back to filter
Original filing (PDF)20250804190422NAL0001533267001
MONOGRAM CAPITAL MANAGEMENT LP
Form 5500-SF
FILING_RECEIVED
MONOGRAM CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
21
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONOGRAM CAPITAL MANAGEMENT LP.
Plan sponsor
Name
MONOGRAM CAPITAL MANAGEMENT LP
EIN
61-1844707
Address
400 N CAMDEN DR #300 · BEVERLY HILLS, CA · 90210
Phone
(310) 229-2480
Industry
Finance & Insurancesee all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
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 providersRelated plans
Similar-size Finance & Insurance plans
WESTVIEW PARTNERS LLC
WESTVIEW PARTNERS LLC 401(K) P/S PLAN
$1.8M · 8 participants
CAROLINA PLANNING CONSULTANTS, LLP
CAROLINA PLANNING CONSULTANTS, LLP 401(K) PLAN
$1.8M · 3 participants
STEPHANE F. LASHER DBA LASHER FINANCIAL
STEPHANE F. LASHER DEFINED BENEFIT PLAN
$1.8M · 1 participants
BENEFITS EVALUATION GROUP, INC.
BENEFITS EVALUATION GROUP, INC. 401(K) PLAN
$1.8M · 2 participants
TRUE FINANCIAL CONSULTING, LLC
TRUE FINANCIAL CONSULTING, LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 2 participants
G3 ADVISORS, INC.
G3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B