AUMdb

Monogram Llc 401 K Plan

Sponsored by Monogram Llc · EIN 931922098 · Plan #001

Total assets
$42.8M
Net assets
$42.8M
Active participants
65
With balances
209

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,526