How big is Monarch Equity LLC.'s plan?

Monarch Equity LLC.'s plan reported $3.3M in assets and 13 participants for 2024.

Original filing (PDF)20251002201252NAL0001375040001

Monarch Equity LLC.

Name: Monarch Equity LLC. — Monarch Equity LLC. 401(k), Form 5500 (2024)
Creator: Monarch Equity LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Equity LLC. 401(k) Plan

401(k) retirement plan · Monarch Equity LLC.'s Monarch Equity LLC. 401(k) Plan held $3.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

JODI Gerstman signed Monarch Equity LLC.'s 2024 Form 5500 as plan administrator.

JODI Gerstman — 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

Monarch Equity LLC.'s EIN is 13-4120085.

EIN 13-4120085

Plan number 001

Plan year 2024

ACK ID 20251002201252NAL0001375040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monarch Equity LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monarch Equity LLC.'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 MONARCH EQUITY LLC..

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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