What public Form 5500 filings show about the Monarch Partners Asset Managem 401(k) plan — and how to find and check your own account.
Monarch Partners Asset Managem (EIN 27-1468040) reports MONARCH PARTNERS ASSET MANAGEM 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $653K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Monarch Partners Asset Managem filing — schedules, fees, and providers.
Monarch Partners Asset Managem’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Monarch Partners Asset ManagemHR for the recordkeeper’s name and login.
