How big is Monge Capital Advisors, LLC's plan?

Monge Capital Advisors, LLC's plan reported $294K in assets and 3 participants for 2024.

Original filing (PDF)20251009160408NAL0006875713001

Monge Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Monge Capital Advisors, LLC Defined Benefit Plan

Defined-benefit pension plan · Monge Capital Advisors, LLC's Monge Capital Advisors, LLC Defined Benefit Plan held $294K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Jeffrey Monge signed Monge Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Monge — 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

Monge Capital Advisors, LLC's EIN is 83-2993547.

EIN 83-2993547

Plan number 002

Plan year 2024

ACK ID 20251009160408NAL0006875713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monge Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monge Capital Advisors, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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