Mike Messier signed Monroe Plan for Medical Care, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monroe Plan for Medical Care, Inc.'s EIN is 16-0973194.
Download the official 2024 Form 5500 (PDF) for Monroe Plan for Medical Care, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monroe Plan for Medical Care, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNNUITY INSURANCE | 84-0467907 | GREENWOOD VILLAGE, CO | SERVICE PROVIDER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MM S&P 500(R) Index I Mutual Funds | Common Collective Trusts | — | — | $3.2M | 12.9% | |
| Harbor Capital Appreciation Adm Mutual Funds | Other securities | — | — | $2.4M | 9.4% | |
| Dodge & Cox Stock - I Mutual Funds | Mutual Funds | — | — | $2.2M | 8.6% | |
| American Funds EuroPacific Gr R4 Mutual Funds | Mutual Funds | — | — | $1.7M | 6.8% | |
| Diversified Value Mutual Funds | Other securities | — | — | $1.4M | 5.7% | |
| Fidelity Government Income Mutual Funds | Mutual Funds | — | — | $1.3M | 5.3% | |
| Core Bond Mutual Funds | Other securities | — | — | $1.3M | 5.1% | |
| Baron Growth Fund Mutual Funds | Other securities | — | — | $1.2M | 4.6% | |
| PIMCO Real Return Admin Mutual Funds | Mutual Funds | — | — | $1.0M | 4.0% | |
| Alger Capital Appreciation Instl I Mutual Funds | Other securities | — | — | $1.0M | 4.0% | |
| SAGIC Diversified Bond I Fixed Annuity Contract | Other securities | — | — | $944K | 3.7% | |
| AB Discovery Value Adv Mutual Funds | Other securities | — | — | $894K | 3.6% | |
| Loomis Sayles Strategic Income A Mutual Funds | Other securities | — | — | $893K | 3.5% | |
| MassMutual US Gov't Mny Mkt Fd Mutual Funds | Other securities | — | — | $690K | 2.7% | |
| MassMutual Small Cap Opportunities A Mutual Funds | Other securities | — | — | $627K | 2.5% | |
| MassMutual Mid Cap Growth Service Mutual Funds | Other securities | — | — | $590K | 2.3% | |
| Ivy International Core Equity A Mutual Funds | Other securities | — | — | $520K | 2.1% | |
| Invesco Developing Markets Y Mutual Funds | Mutual Funds | — | — | $514K | 2.0% | |
| Empower Mod Aggr Profile Fund Inv Mutual Funds | Other securities | — | — | $509K | 2.0% | |
| PIMCO High Yield A Mutual Funds | Mutual Funds | — | — | $416K | 1.7% | |
| American Funds New Perspective R4 Mutual Funds | Mutual Funds | — | — | $332K | 1.3% | |
| AB High Income I Mutual Funds | Other securities | — | — | $311K | 1.2% | |
| Third Avenue Real Estate Value Instl Mutual Funds | Other securities | — | — | $303K | 1.2% | |
| BlackRock Natural Resources Inv A Mutual Funds | Other securities | — | — | $272K | 1.1% | |
| American Century One Choice: Con Mutual Funds | Other securities | — | — | $199K | 0.8% | |
| Participant Notes Receivable Notes receivable at various maturity dates and interest rates of 4.25%-9.50% | Bonds / Notes | — | — | $190K | 0.8% | |
| American Century Mid Cap Value Inv Mutual Funds | Other securities | — | — | $180K | 0.7% | |
| MassMutual US Gov't Mny Mkt Fd Interest Bearing Cash | Cash / Money Market | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS SERVICE LLC | — | UTICA, NY | CONTRACT ADMIN | $0 | — |
| LIFETIME BENEFIT SOLUTIONS | 16-1353494 | SYRACUSE, NY | CONTRACT ADMIN | $0 | — |
