How big is The Monastery Residences, LP's plan?

The Monastery Residences, LP's plan reported $105K in assets and 26 participants for 2024.

Original filing (PDF)20251014122927NAL0001378707001

The Monastery Residences, LP

Name: The Monastery Residences, LP — The Clare Estate, Form 5500 (2024)
Creator: The Monastery Residences, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Clare Estate 401(k) Plan

401(k) retirement plan · The Monastery Residences, LP's The Clare Estate 401(k) Plan held $105K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Rachael Traub signed The Monastery Residences, LP's 2024 Form 5500 as plan administrator.

Rachael Traub — 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 Monastery Residences, LP's EIN is 22-3624172.

EIN 22-3624172

Plan number 001

Plan year 2024

ACK ID 20251014122927NAL0001378707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Monastery Residences, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Monastery Residences, LP's plan includes 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 MONASTERY RESIDENCES, LP.

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Plan health score

Above-average plan

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