Monogram Food Solutions 401(k) Plan
Sponsored by Monogram Management Services, Inc. · EIN 453115232 · Plan #001
- Total assets
- $62.6M
- Net assets
- $62.6M
- Active participants
- 3,068
- With balances
- 1,799
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $336,769 |
| Burleigh Consulting Group | Consulting (general) | $73,000 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Consulting fees | $55,000 |
| Banks, Finley, White | Accounting | $20,500 |