How big is Munroe Morrow Wealth Management's plan?

Munroe Morrow Wealth Management's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250714133600NAL0001790032001

Munroe Morrow Wealth Management

Name: Munroe Morrow Wealth Management — Munroe Morrow, Form 5500 (2024)
Creator: Munroe Morrow Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Munroe Morrow Wealth Management Cash Balance Plan

Defined-benefit pension plan · Munroe Morrow Wealth Management's Munroe Morrow Wealth Management Cash Balance Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Gregory Munroe signed Munroe Morrow Wealth Management's 2024 Form 5500 as plan administrator.

Gregory Munroe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Munroe Morrow Wealth Management's EIN is 03-0535347.

EIN 03-0535347

Plan number 002

Plan year 2024

ACK ID 20250714133600NAL0001790032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Munroe Morrow Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Munroe Morrow Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score