Monarch Enterprises, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Monarch Enterprises, Inc. · EIN 736502479 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 740
- With balances
- 225
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,477 |
| Investment advisory (participants) | $26,397 |