What public Form 5500 filings show about the Monarch Wealth Strategies 401(k) plan — and how to find and check your own account.
Monarch Wealth Strategies (EIN 36-4641092) reports MONARCH WEALTH STRATEGIES 401K PLAN on its most recent Form 5500, with $2.1M in plan assets across 10 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 Strategies filing — schedules, fees, and providers.
Monarch Wealth Strategies’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 StrategiesHR for the recordkeeper’s name and login.
