How big is Monogram Capital Management LP's plan?

Monogram Capital Management LP's plan reported $1.8M in assets and 13 participants for 2024.

Original filing (PDF)20250804190422NAL0001533267001

Monogram Capital Management LP

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

Form 5500-SF

FILING_RECEIVED

Monogram Capital Management LP 401(k) Profit Sharing Plan

401(k) retirement plan · Monogram Capital Management LP's Monogram Capital Management LP 401(k) Profit Sharing Plan held $1.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Monogram Capital Management LP's EIN is 61-1844707.

EIN 61-1844707

Plan number 001

Plan year 2024

ACK ID 20250804190422NAL0001533267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monogram Capital Management LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONOGRAM CAPITAL MANAGEMENT LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MONOGRAM CAPITAL MANAGEMENT LP

EIN

all filings

Address

400 N CAMDEN DR #300 · BEVERLY HILLS, CA · 90210

Phone

(310) 229-2480

Industry

Finance & Insurance

Plan administrator