What public Form 5500 filings show about the Monroe MEDI-Trans, Inc. 401(k) plan — and how to find and check your own account.
Monroe MEDI-Trans, Inc. (EIN 16-1043764) reports MONROE MEDI-TRANS, INC. EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 167 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 Monroe MEDI-Trans, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Monroe MEDI-Trans, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INSERO & CO CPA S LLP, ARMBRUSTER CAPITAL MANAGEMENT.
