What public Form 5500 filings show about the Monroe Realty Group, LLC 401(k) plan — and how to find and check your own account.
Monroe Realty Group, LLC (EIN 47-2602219) reports WINDERMERE REAL ESTATE MONROE RETIREMENT PLAN on its most recent Form 5500, with $64K in plan assets across 0 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 Realty Group, LLC filing — schedules, fees, and providers.
Monroe Realty Group, LLC’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 Monroe Realty Group, LLCHR for the recordkeeper’s name and login.
