How big is The Monroe Partnership's plan?

The Monroe Partnership's plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260127082941NAL0002251953001

The Monroe Partnership

Name: The Monroe Partnership — The Monroe Partnership, Form 5500 (2025)
Creator: The Monroe Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Monroe Partnership 401(k)

401(k) retirement plan · The Monroe Partnership's The Monroe Partnership 401(k) held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

David Ball signed The Monroe Partnership's 2025 Form 5500 as plan administrator.

David Ball — 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

The Monroe Partnership's EIN is 06-6427294.

EIN 06-6427294

Plan number 001

Plan year 2025

ACK ID 20260127082941NAL0002251953001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Monroe Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Monroe Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MONROE PARTNERSHIP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

THE MONROE PARTNERSHIP

EIN

all filings

Address

16 HEDGES LN · MONROE, CT · 064682013

Phone

(203) 530-9870

Industry

Professional & Technical Services

Plan administrator