Original filing (PDF)20250923135142NAL0006404033001

MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY

Name: MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY — MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY

Form 5500-SF

FILING_RECEIVED

MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY.

Plan sponsor

Name

MUNROE DESIGN GROUP, INC. DBA THE MUNROE AGENCY

EIN

23-2532746

Address

121 SOUTH BROAD STREET · SUITE 1900 · PHILADELPHIA, PA · 19107

Phone

(215) 563-8080

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

PHOENIX DESIGN ONE, INC.

PHOENIX DESIGN ONE, INC. 401(K) PLAN

$3.6M · 13 participants

NB GRAPHICS, LLC

NB GRAPHICS 401(K) PLAN

$3.6M · 9 participants

PATRIOT SIGNAGE, INC.

PATRIOT SIGNAGE, INC. PROFIT SHARING PLAN

$3.6M · 6 participants

ARIA DESIGN, INC.

ARIA DESIGN, INC. PROFIT SHARING PLAN

$3.6M · 1 participants

KIKKERLAND DESIGN, INC.

KIKKERLAND CASH BALANCE PLAN

$3.6M · 34 participants