How big is Monroy Asset Management Inc.'s plan?

Monroy Asset Management Inc.'s plan reported $814K in assets and 2 participants for 2023.

Original filing (PDF)20250415135301NAL0003391713001

Monroy Asset Management Inc.

Name: Monroy Asset Management Inc. — Monroy Asset, Form 5500 (2023)
Creator: Monroy Asset Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monroy Asset Management Inc. Voluntary Employee Benefit Association

Health & welfare plan · Monroy Asset Management Inc.'s Monroy Asset Management Inc. Voluntary Employee Benefit Association held $814K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

Plan identifiers

Monroy Asset Management Inc.'s EIN is 01-0604648.

EIN 01-0604648

Plan number 501

Plan year 2023

ACK ID 20250415135301NAL0003391713001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Monroy Asset Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Monroy Asset Management Inc.'s plan includes health coverage, dental coverage, vision coverage, long-term disability.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONROY ASSET MANAGEMENT INC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score