Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MONOGRAM CAPITAL MANAGEMENT LP
EIN 61-1844707Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
29
400 N CAMDEN DR #300 - BEVERLY HILLS, CA 90210310-229-2480
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 29 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#001
MONOGRAM CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONOGRAM CAPITAL MANAGEMENT LP CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONOGRAM CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 22 | 2025 | |
| 002 | MONOGRAM CAPITAL MANAGEMENT LP CASH BALANCE PLAN | CashBalance | $2.3M | 7 | 2025 |
Retirement plans