Sponsor portfolio
MONOGRAM LLC
EIN 93-1922098financial servicesLatest filing 2025
Plans
1
Retirement
1
$47.6M assets
Welfare
0
Participants
201
200 CLARENDON STREET, 3RD FLOOR - BOSTON, MA 02116617-638-2000monogramllc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONOGRAM LLC 401K PLAN | 401k | $47.6M | 201 | 2025 |
Retirement plans