Monument Academy Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Monument Academy Inc · EIN 463662061 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 109
- With balances
- 100
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Guard Investments Llc CRD 329362 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $27,765 |
| The Capital Group Investment | Investment advisory (participants) | $0 |