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Sponsor portfolio

DAVID MONN, LLC

EIN 57-1201845-events services-Latest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
32
150 WEST 28TH STREET, SUITE 702 - NEW YORK, NY 10001212-242-2009davidmonn.comLinkedIn11-50 employeesevents services
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 14 part#001401k-$2.2M - 18 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • PROFIT SHARING PLAN (#001)49%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • CASH BALANCE PLAN (#002)14
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID MONN, LLC CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID MONN, PROFIT SHARING PLAN

401k

Assets$2.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID MONN, LLC CASH BALANCE PLANCashBalance$2.2M142024
001DAVID MONN, PROFIT SHARING PLAN401k$2.2M182024
Retirement plans
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