How big is Monogram Capital Management LP's plan?

Monogram Capital Management LP's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20251007170646NAL0004890337001

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 Cash Balance Plan

Defined-benefit pension plan · Monogram Capital Management LP's Monogram Capital Management LP Cash Balance Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

JILL O'NEAL signed Monogram Capital Management LP's 2024 Form 5500 as plan administrator.

JILL O'NEAL — 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

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

EIN 61-1844707

Plan number 002

Plan year 2024

ACK ID 20251007170646NAL0004890337001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score