Monofrax Llc, Union 401(k) Plan
Sponsored by Monofrax Llc · EIN 208250290 · Plan #002
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 103
- With balances
- 113
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $23,036 |
| Lumsden & Mccormick | Accounting, Direct payment from the plan | $6,899 |
| Lawley Retirement Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $5,992 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $6.5M | 103 | ack 20251014201218NAL0007360050001 |
| 01/01/2021 | $7.5M | 92 | ack 20250506100256NAL0020545506001 |