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  2. Monogram LLC

Filings through Oct 24, 2026.

Monogram LLC

EIN 93-1922098-financial services-Latest filing 2025
Plans
1
Retirement
1
$47.6M assets
Health & Benefits
0
Participants
201
200 CLARENDON STREET, 3RD FLOOR - BOSTON, MA 02116617-638-2000monogramllc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$47.6M - 201 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MONOGRAM LLC 401K PLAN

401(k)

Assets$47.6M
Participants201
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MONOGRAM LLC 401K PLAN401(k)$47.6M2012025
  • MONOGRAM LLC 401K PLAN$47.6M
    #001 · 401(k) · 2025201
Retirement plans
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