How big is Monument Lab's plan?

Monument Lab's plan reported $23K in assets and 13 participants for 2024.

Original filing (PDF)20251009160726NAL0016046610001

Monument Lab

Name: Monument Lab — Monument Lab 401(k) Plan, Form 5500 (2024)
Creator: Monument Lab
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monument Lab 401(k) Plan

401(k) retirement plan · Monument Lab's Monument Lab 401(k) Plan held $23K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Richard Tatum signed Monument Lab's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Monument Lab's EIN is 86-3119416.

EIN 86-3119416

Plan number 001

Plan year 2024

ACK ID 20251009160726NAL0016046610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monument Lab from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monument Lab's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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.

Plan sponsor

Name

MONUMENT LAB

EIN

all filings

Address

1617 JOHN F KENNEDY BLVD · SUITE 2034 · PHILADELPHIA, PA · 19103

Phone

(215) 821-7120

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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