Monroe University, Ltd Retirement Savings Plan
Sponsored by Monroe University, Ltd · EIN 132501225 · Plan #002
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 940
- With balances
- 758
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 |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
| Formulate Financial Llc CRD 331026 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Capital | Investment advisory (participants) | $188,049 |
| Formulate Financial Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $100,000 |
| Nwps | Recordkeeping, Participant loan processing, Direct payment from the plan | $67,384 |