Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
THE MONOGRAM GROUP, INC.
EIN 36-3876651Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
2
$254K assets
Welfare
0
Participants
16
4619 N. RAVENSWOOD AVE., SUITE 111 - CHICAGO, IL 60640312-286-4219
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $254K assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE MONOGRAM GROUP, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$180K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE MONOGRAM GROUP, INC. PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$74K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE MONOGRAM GROUP, INC. CASH BALANCE PLAN & TRUST | CashBalance | $180K | 7 | 2024 | |
| 001 | THE MONOGRAM GROUP, INC. PROFIT SHARING PLAN & TRUST | ProfitSharing | $74K | 9 | 2024 |
Retirement plans