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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MONARCH WEALTH MANAGEMENT, INC. 401(k) Plan

What public Form 5500 filings show about the MONARCH WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$212K
Participants
2
Plans on file
1

The MONARCH WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500

MONARCH WEALTH MANAGEMENT, INC. (EIN 82-3220651) reports MONARCH WEALTH MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $212K in plan assets across 2 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 WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.

Who runs the MONARCH WEALTH MANAGEMENT, INC. 401(k)?

MONARCH WEALTH MANAGEMENT, INC.’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 WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.

How to check your MONARCH WEALTH MANAGEMENT, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MONARCH WEALTH MANAGEMENT, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: MONARCH WEALTH MANAGEMENT, INC. — all Form 5500 filings (EIN 82-3220651) · Texas employer EIN lookup · Form 5500 search
MONARCH WEALTH MANAGEMENT, INC. 401(k) Plan — Form 5500